Sherman Wealth Management’s GE Aerospace GE Stock Holding History

Sherman Wealth Management’s Portfolio GE Stock Details GE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Buy	1,140 +2	+0.2%	+$626	0.32%	51
2026 Q1	$323K	Buy	1,138 +2	+0.2%	+$629	0.28%	56
2025 Q4	$350K	Buy	+1,136	New	+$342K	0.3%	55

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Sherman Wealth Management increased its GE Aerospace (GE) stake by 0.18% in Q2 2026, buying an estimated $626 and bringing the position to 1,140 shares worth $426K. The position accounts for 0.32% of the portfolio, ranked #51.

Sherman Wealth Management first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 2,390 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Sherman Wealth Management held 1,140 shares of GE Aerospace worth $426K as of Q2 2026.
Sherman Wealth Management bought 2 GE Aerospace shares in Q2 2026, an estimated $626.
GE Aerospace made up 0.32% of Sherman Wealth Management's portfolio in Q2 2026, its #51 holding.
Sherman Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
2,390 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.