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Merit Financial Group’s GE Aerospace GE Stock Holding History

Merit Financial Group’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 		$32.2M Buy
86,153
+1,491
+2% +$467K 0.2% 92
2026
Q1 		$24M Buy
84,662
+7,865
+10% +$2.47M 0.18% 100
2025
Q4 		$23.7M Buy
76,797
+3,561
+5% +$1.07M 0.19% 96
2025
Q3 		$22M Buy
73,236
+2,742
+4% +$750K 0.2% 93
2025
Q2 		$18.1M Buy
70,494
+24,885
+55% +$5.46M 0.2% 84
2025
Q1 		$9.13M Buy
45,609
+15,182
+50% +$2.99M 0.14% 126
2024
Q4 		$5.07M Buy
30,427
+4,298
+16% +$767K 0.09% 182
2024
Q3 		$4.93M Sell
26,129
-1,348
-5% -$228K 0.11% 146
2024
Q2 		$4.37M Sell
27,477
-2,512
-8% -$401K 0.1% 161
2024
Q1 		$3.93M Buy
29,989
+19,023
+173% +$2.24M 0.09% 165
2023
Q4 		$1.12M Sell
10,966
-14,018
-56% -$1.3M 0.03% 285
2023
Q3 		$2.2M Buy
24,984
+107
+0.4% +$9.62K 0.07% 203
2023
Q2 		$2.18M Buy
24,877
+2,663
+12% +$216K 0.07% 209
2023
Q1 		$1.69M Sell
22,214
-15,400
-41% -$1.03M 0.06% 221
2022
Q4 		$1.96M Sell
37,614
-483
-1% -$23.7K 0.07% 202
2022
Q3 		$1.47M Sell
38,097
-136,426
-78% -$6M 0.06% 199
2022
Q2 		$6.92M Buy
174,523
+167,708
+2,461% +$8.13M 0.21% 65
2022
Q1 		$388K Buy
+6,815
New +$407K 0.02% 268
2021
Q3 		– Sell
-2,310
Closed -$155K – 272
2021
Q2 		$155K Buy
2,310
+287
+14% +$19.1K 0.01% 258
2021
Q1 		$132K Buy
+2,023
New +$123K 0.01% 230
2020
Q4 		– Sell
-2,782
Closed -$86K – 229
2020
Q3 		$86K Sell
2,782
-20
-0.7% -$650 0.01% 214
2020
Q2 		$95K Sell
2,802
-1,454
-34% -$49K 0.01% 209
2020
Q1 		$168K Sell
4,256
-102
-2% -$5.44K 0.02% 208
2019
Q4 		$242K Buy
+4,358
New +$225K 0.02% 208

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Merit Financial Group's GE Position: Q2 2026 in Review

Merit Financial Group increased its GE Aerospace (GE) stake by 1.8% in Q2 2026, buying an estimated $467K and bringing the position to 86,153 shares worth $32.2M. The position accounts for 0.2% of the portfolio, ranked #92.

Merit Financial Group first reported a position in GE in Q4 2019 and has held it in 24 quarters since. 615 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Merit Financial Group held 86,153 shares of GE Aerospace worth $32.2M as of Q2 2026.
  • Merit Financial Group bought 1,491 GE Aerospace shares in Q2 2026, an estimated $467K.
  • GE Aerospace made up 0.2% of Merit Financial Group's portfolio in Q2 2026, its #92 holding.
  • Merit Financial Group first reported a position in GE Aerospace in Q4 2019 and has held it in 24 quarters since.
  • 615 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.