Appleton Partners’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
$1.37M Sell
3,654
-289
-7% -$90.5K 0.08% 133
2026
Q1
$1.12M Sell
3,943
-22
-0.6% -$6.91K 0.08% 135
2025
Q4
$1.22M Sell
3,965
-4
-0.1% -$1.2K 0.08% 132
2025
Q3
$1.19M Sell
3,969
-226
-5% -$61.8K 0.08% 137
2025
Q2
$1.08M Sell
4,195
-74
-2% -$16.2K 0.08% 135
2025
Q1
$855K Buy
4,269
+547
+15% +$108K 0.07% 137
2024
Q4
$621K Buy
3,722
+67
+2% +$12K 0.05% 157
2024
Q3
$689K Sell
3,655
-30
-0.8% -$5.08K 0.05% 154
2024
Q2
$586K Sell
3,685
-922
-20% -$147K 0.05% 163
2024
Q1
$645K Sell
4,607
-88
-2% -$10.4K 0.05% 165
2023
Q4
$478K Buy
4,695
+55
+1% +$5.1K 0.04% 195
2023
Q3
$409K Buy
4,640
+47
+1% +$4.22K 0.04% 208
2023
Q2
$403K Sell
4,593
-797
-15% -$64.5K 0.03% 218
2023
Q1
$411K Sell
5,390
-1,740
-24% -$116K 0.04% 225
2022
Q4
$372K Sell
7,130
-993
-12% -$48.8K 0.04% 234
2022
Q3
$313K Sell
8,123
-593
-7% -$26.1K 0.03% 240
2022
Q2
$346K Buy
8,716
+188
+2% +$9.11K 0.03% 238
2022
Q1
$486K Sell
8,528
-570
-6% -$34K 0.04% 219
2021
Q4
$535K Sell
9,098
-380
-4% -$23.9K 0.04% 215
2021
Q3
$608K Sell
9,478
-441
-4% -$28.4K 0.05% 193
2021
Q2
$665K Sell
9,919
-203
-2% -$13.5K 0.06% 179
2021
Q1
$662K Sell
10,122
-945
-9% -$57.2K 0.06% 175
2020
Q4
$596K Sell
11,067
-803
-7% -$36K 0.06% 174
2020
Q3
$369K Sell
11,870
-856
-7% -$27.8K 0.04% 204
2020
Q2
$433K Sell
12,726
-1,049
-8% -$35.4K 0.05% 182
2020
Q1
$545K Sell
13,775
-615
-4% -$32.8K 0.08% 161
2019
Q4
$800K Buy
14,390
+12
+0.1% +$620 0.09% 160
2019
Q3
$641K Sell
14,378
-621
-4% -$29.2K 0.08% 169
2019
Q2
$785K Sell
14,999
-179
-1% -$8.81K 0.1% 153
2019
Q1
$756K Buy
15,178
+915
+6% +$43.1K 0.1% 149
2018
Q4
$517K Sell
14,263
-2,040
-13% -$92.1K 0.08% 169
2018
Q3
$882K Sell
16,303
-339
-2% -$20.9K 0.12% 151
2018
Q2
$1.08M Sell
16,642
-3,208
-16% -$214K 0.16% 133
2018
Q1
$1.28M Sell
19,850
-5,723
-22% -$424K 0.19% 119
2017
Q4
$2.14M Sell
25,573
-22,008
-46% -$2.1M 0.33% 84
2017
Q3
$5.51M Sell
47,581
-3,983
-8% -$482K 0.93% 32
2017
Q2
$6.67M Buy
51,564
+249
+0.5% +$34.1K 1.12% 20
2017
Q1
$7.33M Sell
51,315
-4,248
-8% -$615K 1.35% 14
2016
Q4
$8.41M Sell
55,563
-2,363
-4% -$343K 1.7% 9
2016
Q3
$8.22M Buy
57,926
+2,557
+5% +$381K 1.55% 13
2016
Q2
$8.35M Buy
55,369
+1,650
+3% +$241K 1.71% 13
2016
Q1
$8.18M Buy
53,719
+2,275
+4% +$321K 1.62% 15
2015
Q4
$7.68M Buy
51,444
+6,025
+13% +$856K 1.51% 16
2015
Q3
$5.49M Sell
45,419
-1,144
-2% -$140K 1.25% 28
2015
Q2
$5.93M Sell
46,563
-193
-0.4% -$25K 1.33% 27
2015
Q1
$5.56M Sell
46,756
-2,410
-5% -$287K 1.25% 29
2014
Q4
$5.95M Buy
49,166
+711
+1% +$87.4K 1.36% 25
2014
Q3
$5.95M Buy
48,455
+1,245
+3% +$155K 1.39% 26
2014
Q2
$5.95M Sell
47,210
-2,443
-5% -$311K 1.39% 28
2014
Q1
$6.16M Buy
49,653
+1,255
+3% +$155K 1.46% 24
2013
Q4
$6.5M Buy
48,398
+693
+1% +$87.3K 1.56% 24
2013
Q3
$5.46M Sell
47,705
-90
-0.2% -$10.3K 1.46% 29
2013
Q2
$5.31M Buy
+47,795
New +$5.29M 1.53% 27

Other funds holding GE

Appleton Partners's GE Position: Q2 2026 in Review

Appleton Partners reduced its GE Aerospace (GE) stake by 7.3% in Q2 2026, selling an estimated $90.5K and leaving 3,654 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #133.

Appleton Partners first reported a position in GE in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.41M in Q4 2016. 861 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Appleton Partners held 3,654 shares of GE Aerospace worth $1.37M as of Q2 2026.
  • Appleton Partners sold 289 GE Aerospace shares in Q2 2026, an estimated $90.5K.
  • GE Aerospace made up 0.08% of Appleton Partners's portfolio in Q2 2026, its #133 holding.
  • Appleton Partners first reported a position in GE Aerospace in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's GE Aerospace position peaked at $8.41M in Q4 2016.
  • 861 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.