Private 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
$336K Buy
900
+550
+157% +$172K 0.08% 78
2026
Q1
$99.3K Hold
350
0.03% 133
2025
Q4
$108K Sell
350
-4
-1% -$1.2K 0.03% 120
2025
Q3
$106K Sell
354
-1
-0.3% -$273 0.03% 120
2025
Q2
$91.4K Sell
355
-5
-1% -$1.1K 0.03% 125
2025
Q1
$72.1K Hold
360
0.03% 136
2024
Q4
$60K Sell
360
-39
-10% -$6.96K 0.02% 152
2024
Q3
$75.2K Hold
399
0.03% 128
2024
Q2
$63.4K Sell
399
-101
-20% -$16.1K 0.03% 141
2024
Q1
$70K Sell
500
-104
-17% -$12.3K 0.03% 127
2023
Q4
$61.5K Buy
+604
New +$56K 0.03% 135

Other funds holding GE

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

Private Wealth Management Group increased its GE Aerospace (GE) stake by 157% in Q2 2026, buying an estimated $172K and bringing the position to 900 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #78.

Private Wealth Management Group first reported a position in GE in Q4 2023 and has held it in 11 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Private Wealth Management Group held 900 shares of GE Aerospace worth $336K as of Q2 2026.
  • Private Wealth Management Group bought 550 GE Aerospace shares in Q2 2026, an estimated $172K.
  • GE Aerospace made up 0.08% of Private Wealth Management Group's portfolio in Q2 2026, its #78 holding.
  • Private Wealth Management Group first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.