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Montz Harcus Wealth Management’s GE Aerospace GE Stock Holding History

Montz Harcus 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
Q3 		$380K Buy
1,216
+319
+36% +$111K 0.13% 63
2026
Q2 		$335K Sell
897
-58
-6% -$18.2K 0.12% 68
2026
Q1 		$271K Buy
955
+8
+0.8% +$2.51K 0.11% 71
2025
Q4 		$292K Buy
947
+33
+4% +$9.94K 0.12% 69
2025
Q3 		$275K Buy
914
+79
+9% +$21.6K 0.12% 70
2025
Q2 		$215K Buy
+835
New +$183K 0.1% 80

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Montz Harcus Wealth Management's GE Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its GE Aerospace (GE) stake by 36% in Q3 2026, buying an estimated $111K and bringing the position to 1,216 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #63.

Montz Harcus Wealth Management first reported a position in GE in Q2 2025 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Montz Harcus Wealth Management held 1,216 shares of GE Aerospace worth $380K as of Q3 2026.
  • Montz Harcus Wealth Management bought 319 GE Aerospace shares in Q3 2026, an estimated $111K.
  • GE Aerospace made up 0.13% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Montz Harcus Wealth Management first reported a position in GE Aerospace in Q2 2025 and has held it in 6 quarters since.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.