Morton Brown Family Wealth’s GE Aerospace GE Stock Holding History

Morton Brown Family Wealth’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	$64.7K	Buy	173 +2	+1%	+$626	0.01%	114
2026 Q1	$48.5K	Hold	171	–	–	0.01%	121
2025 Q4	$52.7K	Sell	171 -9	-5%	-$2.71K	0.01%	110
2025 Q3	$54.1K	Hold	180	–	–	0.02%	105
2025 Q2	$46.3K	Sell	180 -12	-6%	-$2.63K	0.01%	113
2025 Q1	$38.4K	Hold	192	–	–	0.01%	115
2024 Q4	$32K	Sell	192 -25	-12%	-$4.46K	0.01%	125
2024 Q3	$40.9K	Buy	217 +25	+13%	+$4.24K	0.01%	103
2024 Q2	$30.5K	Sell	192 -34	-15%	-$5.43K	0.01%	111
2024 Q1	$31.6K	Sell	226 -342	-60%	-$40.3K	0.01%	107
2023 Q4	$57.8K	Buy	568 +342	+151%	+$31.7K	0.03%	93
2023 Q3	$19.9K	Hold	226	–	–	0.01%	108
2023 Q2	$19.8K	Hold	226	–	–	0.01%	103
2023 Q1	$17.2K	Sell	226 -63	-22%	-$4.21K	0.01%	106
2022 Q4	$15.1K	Hold	289	–	–	0.01%	103
2022 Q3	$11K	Hold	289	–	–	0.01%	105
2022 Q2	$11K	Hold	289	–	–	0.01%	106
2022 Q1	$16K	Sell	289 -90	-24%	-$5.37K	0.01%	100
2021 Q4	$22K	Buy	+379	New	+$23.8K	0.02%	100

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morton Brown Family Wealth's GE Position: Q2 2026 in Review

Morton Brown Family Wealth increased its GE Aerospace (GE) stake by 1.2% in Q2 2026, buying an estimated $626 and bringing the position to 173 shares worth $64.7K. The position accounts for 0.01% of the portfolio, ranked #114.

Morton Brown Family Wealth first reported a position in GE in Q4 2021 and has held it in 19 quarters since. 2,390 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Morton Brown Family Wealth held 173 shares of GE Aerospace worth $64.7K as of Q2 2026.
Morton Brown Family Wealth bought 2 GE Aerospace shares in Q2 2026, an estimated $626.
GE Aerospace made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #114 holding.
Morton Brown Family Wealth first reported a position in GE Aerospace in Q4 2021 and has held it in 19 quarters since.
2,390 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.