Montz Harcus 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
$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

Montz Harcus Wealth Management's GE Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its GE Aerospace (GE) stake by 6.1% in Q2 2026, selling an estimated $18.2K and leaving 897 shares worth $335K. The position accounts for 0.12% of the portfolio, ranked #68.

Montz Harcus Wealth Management first reported a position in GE in Q2 2025 and has held it in 5 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Montz Harcus Wealth Management held 897 shares of GE Aerospace worth $335K as of Q2 2026.
  • Montz Harcus Wealth Management sold 58 GE Aerospace shares in Q2 2026, an estimated $18.2K.
  • GE Aerospace made up 0.12% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Montz Harcus Wealth Management first reported a position in GE Aerospace in Q2 2025 and has held it in 5 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.