Smith Salley Wealth Management’s GE Aerospace GE Stock Holding History

Smith Salley 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	$676K	Buy	1,808 +91	+5%	+$28.5K	0.03%	180
2026 Q1	$487K	Sell	1,717 -67	-4%	-$21.1K	0.02%	189
2025 Q4	$550K	Buy	1,784 +458	+35%	+$138K	0.03%	183
2025 Q3	$399K	Buy	1,326 +105	+9%	+$28.7K	0.02%	201
2025 Q2	$314K	Buy	1,221 +79	+7%	+$17.3K	0.02%	215
2025 Q1	$229K	Buy	+1,142	New	+$225K	0.02%	227
2024 Q4	–	Sell	-1,184	Closed	-$223K	–	248
2024 Q3	$223K	Buy	+1,184	New	+$201K	0.01%	231
2019 Q3	–	Sell	-3,524	Closed	-$185K	–	194
2019 Q2	$185K	Sell	3,524 -250	-7%	-$12.3K	0.03%	186
2019 Q1	$188K	Buy	3,774 +270	+8%	+$12.7K	0.03%	169
2018 Q4	$128K	Sell	3,504 -2,735	-44%	-$123K	0.02%	167
2018 Q3	$338K	Hold	6,239	–	–	0.05%	144
2018 Q2	$407K	Buy	6,239 +811	+15%	+$54.1K	0.07%	126
2018 Q1	$350K	Sell	5,428 -2,067	-28%	-$153K	0.06%	134
2017 Q4	$626K	Sell	7,495 -57,564	-88%	-$5.5M	0.11%	111
2017 Q3	$7.54M	Buy	65,059 +137	+0.2%	+$16.6K	1.44%	20
2017 Q2	$8.4M	Sell	64,922 -146	-0.2%	-$20K	1.69%	14
2017 Q1	$9.29M	Sell	65,068 -1,427	-2%	-$207K	1.9%	9
2016 Q4	$10.1M	Buy	66,495 +1,093	+2%	+$159K	2.1%	9
2016 Q3	$9.28M	Sell	65,402 -11,771	-15%	-$1.76M	2.06%	8
2016 Q2	$11.6M	Buy	77,173 +828	+1%	+$121K	2.71%	2
2016 Q1	$11.6M	Sell	76,345 -15,240	-17%	-$2.15M	2.92%	3
2015 Q4	$13.7M	Buy	91,585 +763	+0.8%	+$108K	3.41%	2
2015 Q3	$11M	Buy	90,822 +2,195	+2%	+$269K	2.96%	3
2015 Q2	$11.3M	Buy	88,627 +3,555	+4%	+$461K	2.87%	3
2015 Q1	$10.1M	Buy	85,072 +10,598	+14%	+$1.26M	2.58%	3
2014 Q4	$9.02M	Buy	74,474 +9,903	+15%	+$1.22M	2.34%	5
2014 Q3	$7.93M	Buy	64,571 +10,416	+19%	+$1.3M	2.1%	5
2014 Q2	$6.82M	Buy	54,155 +25,150	+87%	+$3.2M	1.82%	8
2014 Q1	$3.6M	Buy	29,005 +1,153	+4%	+$142K	2.25%	11
2013 Q4	$3.74M	Buy	27,852 +2,703	+11%	+$340K	2.44%	9
2013 Q3	$2.88M	Buy	25,149 +124	+0.5%	+$14.2K	2.32%	18
2013 Q2	$2.78M	Buy	+25,025	New	+$2.77M	2.24%	17

Other funds holding GE

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Smith Salley Wealth Management's GE Position: Q2 2026 in Review

Smith Salley Wealth Management increased its GE Aerospace (GE) stake by 5.3% in Q2 2026, buying an estimated $28.5K and bringing the position to 1,808 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #180.

Smith Salley Wealth Management first reported a position in GE in Q2 2013 and has held it in 32 quarters since. The position peaked at $13.7M in Q4 2015. 1,131 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Smith Salley Wealth Management held 1,808 shares of GE Aerospace worth $676K as of Q2 2026.
Smith Salley Wealth Management bought 91 GE Aerospace shares in Q2 2026, an estimated $28.5K.
GE Aerospace made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #180 holding.
Smith Salley Wealth Management first reported a position in GE Aerospace in Q2 2013 and has held it in 32 quarters since.
Smith Salley Wealth Management's GE Aerospace position peaked at $13.7M in Q4 2015.
1,131 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

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