MinichMacGregor Wealth Management’s GE Aerospace GE Stock Holding History

MinichMacGregor 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	$3.54M	Buy	9,462 +486	+5%	+$152K	0.54%	45
2026 Q1	$2.55M	Sell	8,976 -896	-9%	-$282K	0.45%	46
2025 Q4	$3.04M	Sell	9,872 -35	-0.4%	-$10.5K	0.55%	46
2025 Q3	$2.98M	Buy	9,907 +234	+2%	+$64K	0.58%	45
2025 Q2	$2.49M	Sell	9,673 -28	-0.3%	-$6.14K	0.53%	44
2025 Q1	$1.94M	Sell	9,701 -91	-0.9%	-$17.9K	0.43%	47
2024 Q4	$1.63M	Buy	9,792 +770	+9%	+$137K	0.34%	50
2024 Q3	$1.7M	Buy	9,022 +228	+3%	+$38.6K	0.36%	48
2024 Q2	$1.4M	Sell	8,794 -2,135	-20%	-$341K	0.34%	47
2024 Q1	$1.5M	Buy	10,929 +336	+3%	+$39.6K	0.38%	49
2023 Q4	$1.08M	Buy	10,593 +406	+4%	+$37.6K	0.31%	42
2023 Q3	$899K	Buy	10,187 +168	+2%	+$15.1K	0.3%	52
2023 Q2	$878K	Buy	10,019 +313	+3%	+$25.3K	0.27%	52
2023 Q1	$741K	Sell	9,706 -2,733	-22%	-$183K	0.25%	51
2022 Q4	$649K	Buy	12,439 +733	+6%	+$36K	0.23%	46
2022 Q3	$451K	Sell	11,706 -1,929	-14%	-$84.8K	0.18%	55
2022 Q2	$540K	Sell	13,635 -206	-1%	-$9.98K	0.22%	48
2022 Q1	$789K	Sell	13,841 -1,147	-8%	-$68.4K	0.25%	50
2021 Q4	$882K	Sell	14,988 -24,040	-62%	-$1.51M	0.27%	49
2021 Q3	$726K	Buy	39,028 +27,616	+242%	+$1.78M	0.24%	46
2021 Q2	$765K	Buy	11,412 +958	+9%	+$63.9K	0.27%	47
2021 Q1	$684K	Sell	10,454 -2,266	-18%	-$137K	0.26%	49
2020 Q4	$684K	Sell	12,720 -992	-7%	-$44.4K	0.28%	50
2020 Q3	$425K	Sell	13,712 -101	-0.7%	-$3.28K	0.2%	47
2020 Q2	$470K	Buy	+13,813	New	+$466K	0.26%	45
2020 Q1	–	Sell	-18,921	Closed	-$1.05M	–	90
2019 Q4	$1.05M	Sell	18,921 -56	-0.3%	-$2.89K	0.59%	28
2019 Q3	$845K	Sell	18,977 -807	-4%	-$37.9K	0.57%	29
2019 Q2	$1.05M	Sell	19,784 -152	-0.8%	-$7.48K	0.73%	26
2019 Q1	$1M	Buy	19,936 +7,262	+57%	+$342K	0.75%	28
2018 Q4	$1.47M	Sell	12,674 -8,980	-41%	-$405K	1.01%	37
2018 Q3	$1.25M	Sell	21,654 -2,274	-10%	-$140K	0.83%	26
2018 Q2	$1.53M	Sell	23,928 -4,753	-17%	-$317K	1.09%	24
2018 Q1	$1.85M	Sell	28,681 -7,156	-20%	-$530K	1.44%	17
2017 Q4	$3M	Sell	35,837 -8,799	-20%	-$840K	2.34%	16
2017 Q3	$5.17M	Sell	44,636 -1,344	-3%	-$162K	4.29%	7
2017 Q2	$5.95M	Sell	45,980 -3,233	-7%	-$443K	5.16%	4
2017 Q1	$7.03M	Sell	49,213 -1,025	-2%	-$148K	6.33%	4
2016 Q4	$7.61M	Sell	50,238 -861	-2%	-$125K	7.12%	3
2016 Q3	$7.25M	Buy	51,099 +111	+0.2%	+$16.6K	6.81%	4
2016 Q2	$7.69M	Buy	50,988 +226	+0.4%	+$33K	7.26%	3
2016 Q1	$7.73M	Buy	50,762 +1,702	+3%	+$240K	7.46%	3
2015 Q4	$6.41M	Buy	+49,060	New	+$6.97M	5.97%	3

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MinichMacGregor Wealth Management's GE Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its GE Aerospace (GE) stake by 5.4% in Q2 2026, buying an estimated $152K and bringing the position to 9,462 shares worth $3.54M. The position accounts for 0.54% of the portfolio, ranked #45.

MinichMacGregor Wealth Management first reported a position in GE in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.73M in Q1 2016. 1,539 funds tracked by Wall St. Rank hold GE as of Q2 2026.

MinichMacGregor Wealth Management held 9,462 shares of GE Aerospace worth $3.54M as of Q2 2026.
MinichMacGregor Wealth Management bought 486 GE Aerospace shares in Q2 2026, an estimated $152K.
GE Aerospace made up 0.54% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #45 holding.
MinichMacGregor Wealth Management first reported a position in GE Aerospace in Q4 2015 and has held it in 42 quarters since.
MinichMacGregor Wealth Management's GE Aerospace position peaked at $7.73M in Q1 2016.
1,539 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.