Allen Investment Management’s GE Aerospace GE Stock Holding History

Allen Investment 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	$1.54M	Hold	4,121	–	–	0.02%	139
2026 Q1	$1.17M	Hold	4,121	–	–	0.01%	145
2025 Q4	$1.27M	Buy	4,121 +371	+10%	+$112K	0.01%	143
2025 Q3	$1.13M	Hold	3,750	–	–	0.01%	135
2025 Q2	$965K	Hold	3,750	–	–	0.01%	138
2025 Q1	$751K	Hold	3,750	–	–	0.01%	145
2024 Q4	$625K	Hold	3,750	–	–	0.01%	153
2024 Q3	$707K	Hold	3,750	–	–	0.01%	159
2024 Q2	$596K	Sell	3,750 -949	-20%	-$152K	0.01%	159
2024 Q1	$658K	Hold	4,699	–	–	0.01%	144
2023 Q4	$479K	Hold	4,699	–	–	0.01%	163
2023 Q3	$415K	Hold	4,699	–	–	0.01%	174
2023 Q2	$412K	Hold	4,699	–	–	0.01%	171
2023 Q1	$359K	Sell	4,699 -1,320	-22%	-$88.3K	0.01%	179
2022 Q4	$314K	Hold	6,019	–	–	0.01%	184
2022 Q3	$232K	Hold	6,019	–	–	﹤0.01%	201
2022 Q2	$239K	Hold	6,019	–	–	﹤0.01%	214
2022 Q1	$343K	Hold	6,019	–	–	﹤0.01%	200
2021 Q4	$354K	Buy	+6,019	New	+$378K	﹤0.01%	202
2021 Q3	–	Sell	-37,141	Closed	-$2.49M	–	203
2021 Q2	$2.49M	Sell	37,141 -40	-0.1%	-$2.67K	0.03%	88
2021 Q1	$2.43M	Hold	37,181	–	–	0.04%	90
2020 Q4	$2M	Sell	37,181 -167	-0.4%	-$7.48K	0.03%	89
2020 Q3	$1.16M	Sell	37,348 -235,540	-86%	-$7.66M	0.02%	95
2020 Q2	$9.29M	Buy	272,888 +859	+0.3%	+$29K	0.2%	49
2020 Q1	$10.8M	Buy	272,029 +965	+0.4%	+$51.5K	0.32%	37
2019 Q4	$15.1M	Hold	271,064	–	–	0.36%	39
2019 Q3	$12.1M	Buy	271,064 +103,995	+62%	+$4.89M	0.32%	38
2019 Q2	$8.74M	Hold	167,069	–	–	0.25%	44
2019 Q1	$8.32M	Sell	167,069 -6,683	-4%	-$315K	0.26%	42
2018 Q4	$6.3M	Buy	173,752 +58,203	+50%	+$2.63M	0.25%	49
2018 Q3	$6.25M	Buy	115,549 +39,855	+53%	+$2.46M	0.21%	50
2018 Q2	$4.94M	Buy	75,694 +40,263	+114%	+$2.69M	0.19%	55
2018 Q1	$2.29M	Buy	35,431 +17,934	+102%	+$1.33M	0.1%	73
2017 Q4	$1.46M	Sell	17,497 -19,559	-53%	-$1.87M	0.07%	77
2017 Q3	$4.29M	Buy	37,056 +14,271	+63%	+$1.73M	0.2%	50
2017 Q2	$2.95M	Buy	22,785 +19,398	+573%	+$2.66M	0.14%	58
2017 Q1	$484K	Buy	3,387 +758	+29%	+$110K	0.02%	153
2016 Q4	$398K	Buy	+2,629	New	+$382K	0.02%	166
2015 Q4	–	Sell	-2,773	Closed	-$335K	–	207
2015 Q3	$335K	Hold	2,773	–	–	0.03%	165
2015 Q2	$353K	Hold	2,773	–	–	0.03%	162
2015 Q1	$330K	Sell	2,773 -104	-4%	-$12.4K	0.02%	183
2014 Q4	$348K	Sell	2,877 -1,103	-28%	-$136K	0.03%	174
2014 Q3	$489K	Buy	+3,980	New	+$496K	0.04%	129
2014 Q2	–	Sell	-10,928	Closed	-$1.36M	–	152
2014 Q1	$1.36M	Hold	10,928	–	–	0.21%	66
2013 Q4	$1.47M	Hold	10,928	–	–	0.31%	51
2013 Q3	$1.25M	Hold	10,928	–	–	0.34%	40
2013 Q2	$1.21M	Buy	+10,928	New	+$1.21M	0.47%	35

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

Allen Investment Management's GE Position: Q2 2026 in Review

Allen Investment Management held its GE Aerospace (GE) position steady in Q2 2026 at 4,121 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #139.

Allen Investment Management first reported a position in GE in Q2 2013 and has held it in 47 quarters since. The position peaked at $15.1M in Q4 2019. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Allen Investment Management held 4,121 shares of GE Aerospace worth $1.54M as of Q2 2026.
Allen Investment Management left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 0.02% of Allen Investment Management's portfolio in Q2 2026, its #139 holding.
Allen Investment Management first reported a position in GE Aerospace in Q2 2013 and has held it in 47 quarters since.
Allen Investment Management's GE Aerospace position peaked at $15.1M in Q4 2019.
3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.