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Venturi Wealth Management’s GE Aerospace GE Stock Holding History

Venturi 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 		$1.73M Buy
4,639
+281
+6% +$88K 0.07% 147
2026
Q1 		$1.24M Buy
4,358
+17
+0.4% +$5.34K 0.06% 176
2025
Q4 		$1.34M Buy
4,341
+324
+8% +$97.6K 0.06% 157
2025
Q3 		$1.21M Buy
4,017
+469
+13% +$128K 0.06% 168
2025
Q2 		$913K Buy
3,548
+306
+9% +$67.1K 0.05% 212
2025
Q1 		$649K Buy
3,242
+320
+11% +$63K 0.03% 278
2024
Q4 		$487K Buy
2,922
+670
+30% +$120K 0.02% 340
2024
Q3 		$425K Sell
2,252
-2,054
-48% -$348K 0.02% 324
2024
Q2 		$685K Buy
4,306
+3,310
+332% +$528K 0.04% 234
2024
Q1 		$140K Buy
996
+302
+44% +$35.6K 0.01% 384
2023
Q4 		$70.7K Buy
694
+159
+30% +$14.7K 0.01% 452
2023
Q3 		$47.2K Buy
535
+65
+14% +$5.84K ﹤0.01% 477
2023
Q2 		$41.2K Buy
470
+167
+55% +$13.5K ﹤0.01% 451
2023
Q1 		$23.1K Buy
+303
New +$20.3K ﹤0.01% 571
2018
Q4 		– Sell
-13,255
Closed -$768K – 255
2018
Q3 		$768K Buy
+13,255
New +$817K 0.14% 118
2017
Q2 		– Sell
-49,093
Closed -$7.02M – 192
2017
Q1 		$7.02M Buy
49,093
+3,216
+7% +$465K 1.62% 20
2016
Q4 		$6.95M Buy
45,877
+917
+2% +$133K 1.95% 11
2016
Q3 		$6.38M Sell
44,960
-15,792
-26% -$2.36M 2.12% 11
2016
Q2 		$9.16M Buy
60,752
+1,141
+2% +$166K 3.11% 3
2016
Q1 		$9.08M Buy
59,611
+14,461
+32% +$2.04M 3.39% 1
2015
Q4 		$6.74M Buy
+45,150
New +$6.41M 3.06% 3

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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

Venturi Wealth Management increased its GE Aerospace (GE) stake by 6.4% in Q2 2026, buying an estimated $88K and bringing the position to 4,639 shares worth $1.73M. The position accounts for 0.07% of the portfolio, ranked #147.

Venturi Wealth Management first reported a position in GE in Q4 2015 and has held it in 21 quarters since. The position peaked at $9.16M in Q2 2016. 898 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Venturi Wealth Management held 4,639 shares of GE Aerospace worth $1.73M as of Q2 2026.
  • Venturi Wealth Management bought 281 GE Aerospace shares in Q2 2026, an estimated $88K.
  • GE Aerospace made up 0.07% of Venturi Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Venturi Wealth Management first reported a position in GE Aerospace in Q4 2015 and has held it in 21 quarters since.
  • Venturi Wealth Management's GE Aerospace position peaked at $9.16M in Q2 2016.
  • 898 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.