Modern 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
$5.07M Buy
13,561
+2,097
+18% +$657K 0.06% 258
2026
Q1
$3.36M Buy
11,464
+1,401
+14% +$440K 0.06% 243
2025
Q4
$3.1M Buy
10,063
+80
+0.8% +$24.1K 0.06% 243
2025
Q3
$3M Buy
9,983
+308
+3% +$84.2K 0.06% 237
2025
Q2
$2.49M Buy
9,675
+140
+1% +$30.7K 0.06% 242
2025
Q1
$1.91M Buy
9,535
+2,184
+30% +$430K 0.06% 212
2024
Q4
$1.23M Buy
7,351
+1,417
+24% +$253K 0.05% 234
2024
Q3
$1.12M Buy
5,934
+55
+0.9% +$9.32K 0.07% 153
2024
Q2
$935K Buy
5,879
+1,466
+33% +$234K 0.07% 141
2024
Q1
$618K Sell
4,413
-40
-0.9% -$4.71K 0.06% 152
2023
Q4
$454K Buy
+4,453
New +$413K 0.06% 98

Other funds holding GE

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

Modern Wealth Management increased its GE Aerospace (GE) stake by 18% in Q2 2026, buying an estimated $657K and bringing the position to 13,561 shares worth $5.07M. The position accounts for 0.06% of the portfolio, ranked #258.

Modern Wealth Management first reported a position in GE in Q4 2023 and has held it in 11 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Modern Wealth Management held 13,561 shares of GE Aerospace worth $5.07M as of Q2 2026.
  • Modern Wealth Management bought 2,097 GE Aerospace shares in Q2 2026, an estimated $657K.
  • GE Aerospace made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Modern Wealth Management first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.