Smallwood Wealth Investment Management’s GE Aerospace GE Stock Holding History

Smallwood Wealth Investment 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	$105K	Hold	281	–	–	0.05%	140
2026 Q1	$79.7K	Hold	281	–	–	0.04%	138
2025 Q4	$86.6K	Sell	281 -2	-0.7%	-$602	0.05%	128
2025 Q3	$85.1K	Hold	283	–	–	0.04%	129
2025 Q2	$72.8K	Sell	283 -12	-4%	-$2.63K	0.04%	136
2025 Q1	$59K	Buy	+295	New	+$58K	0.04%	147

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's GE Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its GE Aerospace (GE) position steady in Q2 2026 at 281 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #140.

Smallwood Wealth Investment Management first reported a position in GE in Q1 2025 and has held it in 6 quarters since. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Smallwood Wealth Investment Management held 281 shares of GE Aerospace worth $105K as of Q2 2026.
Smallwood Wealth Investment Management left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #140 holding.
Smallwood Wealth Investment Management first reported a position in GE Aerospace in Q1 2025 and has held it in 6 quarters since.
1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.