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 Q3	$397K	Buy	1,272 +225	+21%	+$77.9K	0.1%	69
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Whelan Financial's GE Position: Q3 2026 in Review

Whelan Financial increased its GE Aerospace (GE) stake by 21% in Q3 2026, buying an estimated $77.9K and bringing the position to 1,272 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #69.

Whelan Financial first reported a position in GE in Q3 2025 and has held it in 5 quarters since. 1,872 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Whelan Financial held 1,272 shares of GE Aerospace worth $397K as of Q3 2026.
Whelan Financial bought 225 GE Aerospace shares in Q3 2026, an estimated $77.9K.
GE Aerospace made up 0.1% of Whelan Financial's portfolio in Q3 2026, its #69 holding.
Whelan Financial first reported a position in GE Aerospace in Q3 2025 and has held it in 5 quarters since.
1,872 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.