Whelan Financial’s GE Aerospace GE Stock Holding History

Whelan Financial’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	$391K	Buy	1,047 +76	+8%	+$23.8K	0.11%	68
2026 Q1	$275K	Buy	971 +54	+6%	+$17K	0.09%	75
2025 Q4	$282K	Sell	917 -61	-6%	-$18.4K	0.09%	70
2025 Q3	$294K	Buy	+978	New	+$267K	0.09%	66

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

Whelan Financial's GE Position: Q2 2026 in Review

Whelan Financial increased its GE Aerospace (GE) stake by 7.8% in Q2 2026, buying an estimated $23.8K and bringing the position to 1,047 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #68.

Whelan Financial first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Whelan Financial held 1,047 shares of GE Aerospace worth $391K as of Q2 2026.
Whelan Financial bought 76 GE Aerospace shares in Q2 2026, an estimated $23.8K.
GE Aerospace made up 0.11% of Whelan Financial's portfolio in Q2 2026, its #68 holding.
Whelan Financial first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.