Wingate Wealth Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$859K Hold
2,298
0.38% 56
2026
Q1
$652K Sell
2,298
-38
-2% -$11.9K 0.35% 64
2025
Q4
$720K Buy
2,336
+1,403
+150% +$422K 0.4% 61
2025
Q3
$281K Buy
933
+38
+4% +$10.4K 0.19% 97
2025
Q2
$230K Buy
+895
New +$196K 0.21% 93
2025
Q1
Sell
-895
Closed -$149K 214
2024
Q4
$149K Buy
+895
New +$160K 0.15% 115

Other funds holding GE

Wingate Wealth Advisors's GE Position: Q2 2026 in Review

Wingate Wealth Advisors held its GE Aerospace (GE) position steady in Q2 2026 at 2,298 shares worth $859K. The position accounts for 0.38% of the portfolio, ranked #56.

Wingate Wealth Advisors first reported a position in GE in Q4 2024 and has held it in 6 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Wingate Wealth Advisors held 2,298 shares of GE Aerospace worth $859K as of Q2 2026.
  • Wingate Wealth Advisors left its GE Aerospace share count unchanged in Q2 2026.
  • GE Aerospace made up 0.38% of Wingate Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Wingate Wealth Advisors first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.