Segment 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
$3.21M Sell
8,591
-28
-0.3% -$8.77K 0.17% 99
2026
Q1
$2.45M Buy
8,619
+56
+0.7% +$17.6K 0.14% 107
2025
Q4
$2.64M Hold
8,563
0.15% 95
2025
Q3
$2.58M Hold
8,563
0.15% 94
2025
Q2
$2.2M Sell
8,563
-132
-2% -$29K 0.14% 101
2025
Q1
$1.74M Sell
8,695
-135
-2% -$26.6K 0.12% 104
2024
Q4
$1.47M Sell
8,830
-265
-3% -$47.3K 0.1% 121
2024
Q3
$1.72M Sell
9,095
-300
-3% -$50.8K 0.12% 108
2024
Q2
$1.49M Buy
9,395
+6,830
+266% +$1.09M 0.11% 117
2024
Q1
$359K Buy
+2,565
New +$302K 0.03% 206
2020
Q3
Sell
-13,910
Closed -$474K 206
2020
Q2
$474K Sell
13,910
-1,826
-12% -$61.6K 0.09% 135
2020
Q1
$623K Buy
15,736
+361
+2% +$19.2K 0.14% 103
2019
Q4
$855K Buy
+15,375
New +$794K 0.14% 109
2018
Q3
Sell
-3,678
Closed -$240K 222
2018
Q2
$240K Sell
3,678
-419
-10% -$27.9K 0.06% 180
2018
Q1
$265K Sell
4,097
-853
-17% -$63.2K 0.07% 161
2017
Q4
$414K Sell
4,950
-184
-4% -$17.6K 0.1% 138
2017
Q3
$596K Sell
5,134
-1,160
-18% -$140K 0.16% 117
2017
Q2
$815K Sell
6,294
-866
-12% -$119K 0.22% 98
2017
Q1
$1.02M Sell
7,160
-17,942
-71% -$2.6M 0.33% 85
2016
Q4
$3.8M Buy
25,102
+215
+0.9% +$31.2K 1.39% 17
2016
Q3
$3.53M Sell
24,887
-89
-0.4% -$13.3K 1.39% 19
2016
Q2
$3.77M Sell
24,976
-2,722
-10% -$397K 1.56% 17
2016
Q1
$4.22M Buy
27,698
+191
+0.7% +$27K 1.58% 12
2015
Q4
$4.11M Sell
27,507
-356
-1% -$50.6K 1.56% 13
2015
Q3
$3.37M Buy
27,863
+1,349
+5% +$165K 1.29% 20
2015
Q2
$3.38M Sell
26,514
-27
-0.1% -$3.5K 1.17% 26
2015
Q1
$3.16M Buy
26,541
+4,049
+18% +$482K 1.05% 28
2014
Q4
$2.72M Buy
22,492
+738
+3% +$90.8K 1.05% 30
2014
Q3
$2.67M Buy
21,754
+1,738
+9% +$217K 1.02% 25
2014
Q2
$2.52M Buy
20,016
+1,070
+6% +$136K 0.98% 26
2014
Q1
$2.35M Buy
18,946
+1,826
+11% +$226K 1.09% 27
2013
Q4
$2.3M Buy
17,120
+1,664
+11% +$210K 1.13% 21
2013
Q3
$1.77M Buy
15,456
+308
+2% +$35.3K 0.96% 29
2013
Q2
$1.68M Buy
+15,148
New +$1.68M 1.01% 27

Other funds holding GE

Segment Wealth Management's GE Position: Q2 2026 in Review

Segment Wealth Management reduced its GE Aerospace (GE) stake by 0.32% in Q2 2026, selling an estimated $8.77K and leaving 8,591 shares worth $3.21M. The position accounts for 0.17% of the portfolio, ranked #99.

Segment Wealth Management first reported a position in GE in Q2 2013 and has held it in 34 quarters since. The position peaked at $4.22M in Q1 2016. 799 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Segment Wealth Management held 8,591 shares of GE Aerospace worth $3.21M as of Q2 2026.
  • Segment Wealth Management sold 28 GE Aerospace shares in Q2 2026, an estimated $8.77K.
  • GE Aerospace made up 0.17% of Segment Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Segment Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 34 quarters since.
  • Segment Wealth Management's GE Aerospace position peaked at $4.22M in Q1 2016.
  • 799 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.