National Wealth Management Group’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
$2.21M Sell
5,925
-37
-0.6% -$11.6K 0.68% 43
2026
Q1
$1.69M Sell
5,962
-1,207
-17% -$379K 0.63% 41
2025
Q4
$2.21M Sell
7,169
-234
-3% -$70.5K 0.77% 33
2025
Q3
$2.23M Buy
7,403
+1,116
+18% +$305K 0.84% 29
2025
Q2
$1.62M Sell
6,287
-534
-8% -$117K 0.91% 27
2025
Q1
$1.37M Buy
6,821
+2,363
+53% +$465K 0.9% 26
2024
Q4
$744K Sell
4,458
-430
-9% -$76.7K 0.49% 46
2024
Q3
$922K Sell
4,888
-2,435
-33% -$413K 0.62% 35
2024
Q2
$1.16M Buy
+7,323
New +$1.17M 0.89% 30

Other funds holding GE

National Wealth Management Group's GE Position: Q2 2026 in Review

National Wealth Management Group reduced its GE Aerospace (GE) stake by 0.62% in Q2 2026, selling an estimated $11.6K and leaving 5,925 shares worth $2.21M. The position accounts for 0.68% of the portfolio, ranked #43.

National Wealth Management Group first reported a position in GE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q3 2025. 898 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • National Wealth Management Group held 5,925 shares of GE Aerospace worth $2.21M as of Q2 2026.
  • National Wealth Management Group sold 37 GE Aerospace shares in Q2 2026, an estimated $11.6K.
  • GE Aerospace made up 0.68% of National Wealth Management Group's portfolio in Q2 2026, its #43 holding.
  • National Wealth Management Group first reported a position in GE Aerospace in Q2 2024 and has held it in 9 quarters since.
  • National Wealth Management Group's GE Aerospace position peaked at $2.23M in Q3 2025.
  • 898 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.