Wealth Management Associates’s GE Aerospace GE Stock Holding History

Wealth Management Associates’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	$1.95M	Buy	5,222 +141	+3%	+$44.1K	0.54%	40
2026 Q1	$1.44M	Hold	5,081	–	–	0.5%	46
2025 Q4	$1.57M	Sell	5,081 -180	-3%	-$54.2K	0.54%	40
2025 Q3	$1.58M	Sell	5,261 -530	-9%	-$145K	0.56%	42
2025 Q2	$1.49M	Buy	5,791 +934	+19%	+$205K	0.58%	40
2025 Q1	$972K	Buy	4,857 +110	+2%	+$21.6K	0.42%	55
2024 Q4	$792K	Sell	4,747 -38	-0.8%	-$6.78K	0.34%	61
2024 Q3	$902K	Buy	4,785 +134	+3%	+$22.7K	0.4%	57
2024 Q2	$739K	Sell	4,651 -1,177	-20%	-$188K	0.35%	64
2024 Q1	$739K	Sell	5,828 -1,195	-17%	-$141K	0.35%	64
2023 Q4	$715K	Sell	7,023 -6	-0.1%	-$556	0.38%	61
2023 Q3	$620K	Buy	7,029 +4,003	+132%	+$360K	0.36%	65
2023 Q2	$265K	Sell	3,026 -216	-7%	-$17.5K	0.15%	144
2023 Q1	$247K	Sell	3,242 -910	-22%	-$60.9K	0.15%	156
2022 Q4	$217K	Buy	+4,152	New	+$204K	0.14%	167
2022 Q2	–	Sell	-4,347	Closed	-$248K	–	186
2022 Q1	$248K	Sell	4,347 -248	-5%	-$14.8K	0.14%	166
2021 Q4	$270K	Buy	4,595 +282	+7%	+$17.7K	0.15%	161
2021 Q3	$277K	Sell	4,313 -218	-5%	-$14K	0.16%	144
2021 Q2	$304K	Hold	4,531	–	–	0.17%	140
2021 Q1	$296K	Buy	4,531 +395	+10%	+$23.9K	0.19%	129
2020 Q4	$223K	Sell	4,136 -147	-3%	-$6.59K	0.15%	160
2020 Q3	$133K	Buy	4,283 +84	+2%	+$2.73K	0.1%	154
2020 Q2	$143K	Sell	4,199 -408	-9%	-$13.8K	0.12%	147
2020 Q1	$182K	Sell	4,607 -171	-4%	-$9.12K	0.18%	116
2019 Q4	$266K	Sell	4,778 -250	-5%	-$12.9K	0.19%	121
2019 Q3	$224K	Sell	5,028 -872	-15%	-$41K	0.18%	130
2019 Q2	$309K	Sell	5,900 -1,233	-17%	-$60.7K	0.31%	68
2019 Q1	$355K	Sell	7,133 -17,561	-71%	-$827K	0.39%	64
2018 Q4	$896K	Buy	+24,694	New	+$1.11M	1.21%	26

Other funds holding GE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wealth Management Associates increased its GE Aerospace (GE) stake by 2.8% in Q2 2026, buying an estimated $44.1K and bringing the position to 5,222 shares worth $1.95M. The position accounts for 0.54% of the portfolio, ranked #40.

Wealth Management Associates first reported a position in GE in Q4 2018 and has held it in 29 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Wealth Management Associates held 5,222 shares of GE Aerospace worth $1.95M as of Q2 2026.
Wealth Management Associates bought 141 GE Aerospace shares in Q2 2026, an estimated $44.1K.
GE Aerospace made up 0.54% of Wealth Management Associates's portfolio in Q2 2026, its #40 holding.
Wealth Management Associates first reported a position in GE Aerospace in Q4 2018 and has held it in 29 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.