Private Wealth Asset 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
$795K Buy
2,127
+92
+5% +$28.8K 0.08% 147
2026
Q1
$577K Sell
2,035
-16
-0.8% -$5.03K 0.06% 155
2025
Q4
$632K Buy
2,051
+21
+1% +$6.32K 0.07% 152
2025
Q3
$611K Buy
2,030
+841
+71% +$230K 0.07% 146
2025
Q2
$306K Sell
1,189
-362
-23% -$79.4K 0.04% 196
2025
Q1
$310K Buy
+1,551
New +$305K 0.04% 187

Other funds holding GE

Private Wealth Asset Management's GE Position: Q2 2026 in Review

Private Wealth Asset Management increased its GE Aerospace (GE) stake by 4.5% in Q2 2026, buying an estimated $28.8K and bringing the position to 2,127 shares worth $795K. The position accounts for 0.08% of the portfolio, ranked #147.

Private Wealth Asset Management first reported a position in GE in Q1 2025 and has held it in 6 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Private Wealth Asset Management held 2,127 shares of GE Aerospace worth $795K as of Q2 2026.
  • Private Wealth Asset Management bought 92 GE Aerospace shares in Q2 2026, an estimated $28.8K.
  • GE Aerospace made up 0.08% of Private Wealth Asset Management's portfolio in Q2 2026, its #147 holding.
  • Private Wealth Asset Management first reported a position in GE Aerospace in Q1 2025 and has held it in 6 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.