KWB Wealth’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$333K Sell
1,066
-8
-0.7% -$2.77K 0.03% 145
2026
Q2
$402K Buy
1,074
+10
+0.9% +$3.13K 0.03% 121
2026
Q1
$328K Hold
1,064
– – 0.03% 125
2025
Q4
$328K Buy
+1,064
New +$320K 0.03% 135

Other funds holding GE

KWB Wealth's GE Position: Q3 2026 in Review

KWB Wealth reduced its GE Aerospace (GE) stake by 0.74% in Q3 2026, selling an estimated $2.77K and leaving 1,066 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #145.

KWB Wealth first reported a position in GE in Q4 2025 and has held it in 4 quarters since. The position peaked at $402K in Q2 2026. 1,221 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • KWB Wealth held 1,066 shares of GE Aerospace worth $333K as of Q3 2026.
  • KWB Wealth sold 8 GE Aerospace shares in Q3 2026, an estimated $2.77K.
  • GE Aerospace made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #145 holding.
  • KWB Wealth first reported a position in GE Aerospace in Q4 2025 and has held it in 4 quarters since.
  • KWB Wealth's GE Aerospace position peaked at $402K in Q2 2026.
  • 1,221 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.