North Berkeley 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
$727K Sell
1,944
-65
-3% -$20.4K 0.29% 42
2026
Q1
$570K Buy
2,009
+75
+4% +$23.6K 0.3% 45
2025
Q4
$596K Buy
1,934
+4
+0.2% +$1.2K 0.35% 42
2025
Q3
$581K Hold
1,930
0.46% 31
2025
Q2
$497K Sell
1,930
-1,617
-46% -$355K 0.46% 36
2025
Q1
$710K Hold
3,547
0.74% 24
2024
Q4
$592K Buy
+3,547
New +$633K 0.6% 27

Other funds holding GE

North Berkeley Wealth Management's GE Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its GE Aerospace (GE) stake by 3.2% in Q2 2026, selling an estimated $20.4K and leaving 1,944 shares worth $727K. The position accounts for 0.29% of the portfolio, ranked #42.

North Berkeley Wealth Management first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • North Berkeley Wealth Management held 1,944 shares of GE Aerospace worth $727K as of Q2 2026.
  • North Berkeley Wealth Management sold 65 GE Aerospace shares in Q2 2026, an estimated $20.4K.
  • GE Aerospace made up 0.29% of North Berkeley Wealth Management's portfolio in Q2 2026, its #42 holding.
  • North Berkeley Wealth Management first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.