Modera Wealth Management’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
Q2 | $3.69M | Sell |
9,865
-283
| -3% | -$88.6K | 0.04% | 214 |
|
|
2026
Q1 | $2.88M | Sell |
10,148
-58
| -0.6% | -$18.2K | 0.03% | 223 |
|
|
2025
Q4 | $3.14M | Buy |
10,206
+252
| +3% | +$75.9K | 0.04% | 228 |
|
|
2025
Q3 | $2.99M | Sell |
9,954
-1,303
| -12% | -$356K | 0.03% | 229 |
|
|
2025
Q2 | $2.9M | Sell |
11,257
-247
| -2% | -$54.2K | 0.04% | 224 |
|
|
2025
Q1 | $2.3M | Sell |
11,504
-133
| -1% | -$26.2K | 0.03% | 231 |
|
|
2024
Q4 | $1.94M | Sell |
11,637
-460
| -4% | -$82.1K | 0.02% | 251 |
|
|
2024
Q3 | $2.28M | Buy |
12,097
+906
| +8% | +$154K | 0.03% | 224 |
|
|
2024
Q2 | $1.78M | Sell |
11,191
-2,840
| -20% | -$453K | 0.03% | 231 |
|
|
2024
Q1 | $1.97M | Sell |
14,031
-65
| -0.5% | -$7.66K | 0.03% | 230 |
|
|
2023
Q4 | $1.44M | Sell |
14,096
-215
| -2% | -$19.9K | 0.02% | 251 |
|
|
2023
Q3 | $1.26M | Sell |
14,311
-447
| -3% | -$40.2K | 0.02% | 259 |
|
|
2023
Q2 | $1.29M | Buy |
14,758
+5,548
| +60% | +$449K | 0.02% | 266 |
|
|
2023
Q1 | $703K | Sell |
9,210
-2,307
| -20% | -$154K | 0.03% | 183 |
|
|
2022
Q4 | $601K | Buy |
11,517
+946
| +9% | +$46.5K | 0.02% | 189 |
|
|
2022
Q3 | $408K | Sell |
10,571
-533
| -5% | -$23.4K | 0.02% | 209 |
|
|
2022
Q2 | $440K | Buy |
11,104
+496
| +5% | +$24K | 0.02% | 206 |
|
|
2022
Q1 | $605K | Sell |
10,608
-37
| -0.3% | -$2.21K | 0.03% | 188 |
|
|
2021
Q4 | $626K | Buy |
10,645
+1,249
| +13% | +$78.5K | 0.02% | 235 |
|
|
2021
Q3 | $603K | Buy |
9,396
+134
| +1% | +$8.62K | 0.03% | 143 |
|
|
2021
Q2 | $621K | Buy |
9,262
+471
| +5% | +$31.4K | 0.03% | 134 |
|
|
2021
Q1 | $576K | Sell |
8,791
-441
| -5% | -$26.7K | 0.04% | 131 |
|
|
2020
Q4 | $497K | Buy |
9,232
+1,870
| +25% | +$83.8K | 0.04% | 137 |
|
|
2020
Q3 | $229K | Buy |
7,362
+200
| +3% | +$6.5K | 0.03% | 141 |
|
|
2020
Q2 | $244K | Sell |
7,162
-401
| -5% | -$13.5K | 0.04% | 135 |
|
|
2020
Q1 | $299K | Buy |
7,563
+151
| +2% | +$8.05K | 0.06% | 112 |
|
|
2019
Q4 | $412K | Sell |
7,412
-121
| -2% | -$6.25K | 0.06% | 88 |
|
|
2019
Q3 | $336K | Buy |
7,533
+1,563
| +26% | +$73.5K | 0.06% | 93 |
|
|
2019
Q2 | $312K | Sell |
5,970
-1,148
| -16% | -$56.5K | 0.06% | 101 |
|
|
2019
Q1 | $354K | Buy |
7,118
+1,054
| +17% | +$49.6K | 0.07% | 92 |
|
|
2018
Q4 | $220K | Sell |
6,064
-6,097
| -50% | -$275K | 0.04% | 118 |
|
|
2018
Q3 | $658K | Buy |
12,161
+586
| +5% | +$36.1K | 0.13% | 63 |
|
|
2018
Q2 | $755K | Buy |
11,575
+56
| +0.5% | +$3.73K | 0.16% | 55 |
|
|
2018
Q1 | $744K | Sell |
11,519
-790
| -6% | -$58.5K | 0.15% | 56 |
|
|
2017
Q4 | $1.03M | Sell |
12,309
-1,791
| -13% | -$171K | 0.22% | 40 |
|
|
2017
Q3 | $1.63M | Sell |
14,100
-293
| -2% | -$35.4K | 0.37% | 26 |
|
|
2017
Q2 | $1.86M | Buy |
14,393
+405
| +3% | +$55.5K | 0.45% | 21 |
|
|
2017
Q1 | $2M | Buy |
13,988
+4,738
| +51% | +$686K | 0.5% | 20 |
|
|
2016
Q4 | $1.4M | Sell |
9,250
-133
| -1% | -$19.3K | 0.47% | 25 |
|
|
2016
Q3 | $1.33M | Buy |
9,383
+27
| +0.3% | +$4.03K | 0.45% | 27 |
|
|
2016
Q2 | $1.41M | Buy |
9,356
+2,076
| +29% | +$303K | 0.49% | 21 |
|
|
2016
Q1 | $1.11M | Buy |
7,280
+389
| +6% | +$54.9K | 0.39% | 28 |
|
|
2015
Q4 | $1.03M | Buy |
6,891
+303
| +5% | +$43K | 0.41% | 23 |
|
|
2015
Q3 | $796K | Buy |
6,588
+469
| +8% | +$57.5K | 0.33% | 26 |
|
|
2015
Q2 | $779K | Sell |
6,119
-188
| -3% | -$24.4K | 0.31% | 31 |
|
|
2015
Q1 | $742K | Buy |
6,307
+238
| +4% | +$28.3K | 0.29% | 34 |
|
|
2014
Q4 | $735K | Sell |
6,069
-905
| -13% | -$111K | 0.29% | 36 |
|
|
2014
Q3 | $856K | Buy |
6,974
+1,310
| +23% | +$163K | 0.36% | 31 |
|
|
2014
Q2 | $713K | Buy |
5,664
+95
| +2% | +$12.1K | 0.32% | 28 |
|
|
2014
Q1 | $691K | Sell |
5,569
-1,135
| -17% | -$140K | 0.27% | 28 |
|
|
2013
Q4 | $901K | Buy |
6,704
+952
| +17% | +$120K | 0.34% | 32 |
|
|
2013
Q3 | $658K | Buy |
5,752
+414
| +8% | +$47.5K | 0.32% | 29 |
|
|
2013
Q2 | $593K | Buy |
+5,338
| New | +$591K | 0.3% | 30 |
|
Other funds holding GE
Modera Wealth Management's GE Position: Q2 2026 in Review
Modera Wealth Management reduced its GE Aerospace (GE) stake by 2.8% in Q2 2026, selling an estimated $88.6K and leaving 9,865 shares worth $3.69M. The position accounts for 0.04% of the portfolio, ranked #214.
Modera Wealth Management first reported a position in GE in Q2 2013 and has held it in 53 quarters since. 2,233 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- Modera Wealth Management held 9,865 shares of GE Aerospace worth $3.69M as of Q2 2026.
- Modera Wealth Management sold 283 GE Aerospace shares in Q2 2026, an estimated $88.6K.
- GE Aerospace made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #214 holding.
- Modera Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 53 quarters since.
- 2,233 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.