LWM
GE icon

Lakeridge Wealth Management’s GE Aerospace GE Stock Holding History

Lakeridge Wealth Management’s Portfolio GE Stock Details GE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$852K Buy
2,279
+32
+1% +$10K 0.31% 64
2026
Q1 		$638K Sell
2,247
-74
-3% -$23.3K 0.27% 77
2025
Q4 		$715K Buy
2,321
+207
+10% +$62.3K 0.32% 63
2025
Q3 		$636K Sell
2,114
-12
-0.6% -$3.28K 0.28% 68
2025
Q2 		$547K Sell
2,126
-260
-11% -$57.1K 0.25% 75
2025
Q1 		$478K Buy
2,386
+302
+14% +$59.4K 0.24% 86
2024
Q4 		$348K Buy
2,084
+117
+6% +$20.9K 0.18% 103
2024
Q3 		$371K Buy
1,967
+1
+0.1% +$169 0.2% 96
2024
Q2 		$312K Sell
1,966
-496
-20% -$79.2K 0.19% 106
2024
Q1 		$345K Buy
2,462
+9
+0.4% +$1.06K 0.22% 89
2023
Q4 		$250K Buy
+2,453
New +$227K 0.18% 102

Other funds holding GE

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Wealth Enhancement Advisory Services
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DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return