Shum Financial Group’s GE Aerospace GE Stock Holding History

Shum Financial Group’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	$735K	Buy	1,967 +5	+0.3%	+$1.56K	0.44%	54
2026 Q1	$557K	Sell	1,962 -20	-1%	-$6.29K	0.39%	64
2025 Q4	$611K	Sell	1,982 -3	-0.2%	-$903	0.44%	61
2025 Q3	$597K	Buy	+1,985	New	+$543K	0.45%	57
2025 Q1	$438K	Sell	2,188 -1	-0%	-$197	0.38%	66
2024 Q4	$365K	Buy	2,189 +83	+4%	+$14.8K	0.32%	69
2024 Q3	$369K	Buy	+2,106	New	+$357K	0.31%	72

Other funds holding GE

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Shum Financial Group's GE Position: Q2 2026 in Review

Shum Financial Group increased its GE Aerospace (GE) stake by 0.25% in Q2 2026, buying an estimated $1.56K and bringing the position to 1,967 shares worth $735K. The position accounts for 0.44% of the portfolio, ranked #54.

Shum Financial Group first reported a position in GE in Q3 2024 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Shum Financial Group held 1,967 shares of GE Aerospace worth $735K as of Q2 2026.
Shum Financial Group bought 5 GE Aerospace shares in Q2 2026, an estimated $1.56K.
GE Aerospace made up 0.44% of Shum Financial Group's portfolio in Q2 2026, its #54 holding.
Shum Financial Group first reported a position in GE Aerospace in Q3 2024 and has held it in 7 quarters since.
2,083 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.