Atwood & Palmer’s GE Aerospace GE Stock Holding History

Atwood & Palmer’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	$456K	Buy	1,461 +512	+54%	+$177K	0.02%	125
2026 Q2	$355K	Sell	949 -5	-0.5%	-$1.56K	0.02%	134
2026 Q1	$271K	Buy	954 +6	+0.6%	+$1.89K	0.02%	146
2025 Q4	$292K	Buy	948 +3	+0.3%	+$903	0.02%	130
2025 Q3	$284K	Buy	945 +1	+0.1%	+$273	0.02%	135
2025 Q2	$243K	Buy	944 +375	+66%	+$82.3K	0.02%	142
2025 Q1	$114K	Hold	569	–	–	0.01%	176
2024 Q4	$94.9K	Sell	569 -10	-2%	-$1.78K	0.01%	181
2024 Q3	$109K	Buy	579 +10	+2%	+$1.69K	0.01%	177
2024 Q2	$90.5K	Sell	569 -144	-20%	-$23K	0.01%	190
2024 Q1	$99.9K	Hold	713	–	–	0.01%	183
2023 Q4	$72.6K	Hold	713	–	–	0.01%	203
2023 Q3	$62.9K	Hold	713	–	–	0.01%	204
2023 Q2	$62.5K	Hold	713	–	–	0.01%	212
2023 Q1	$54.4K	Sell	713 -200	-22%	-$13.4K	0.01%	203
2022 Q4	$47.7K	Hold	913	–	–	﹤0.01%	214
2022 Q3	$35K	Hold	913	–	–	﹤0.01%	220
2022 Q2	$36K	Hold	913	–	–	﹤0.01%	238
2022 Q1	$52K	Sell	913 -305	-25%	-$18.2K	﹤0.01%	216
2021 Q4	$72K	Hold	1,218	–	–	0.01%	210
2021 Q3	$78K	Buy	1,218 +303	+33%	+$19.5K	0.01%	196
2021 Q2	$61K	Hold	915	–	–	0.01%	213
2021 Q1	$60K	Hold	915	–	–	0.01%	209
2020 Q4	$49K	Hold	915	–	–	0.01%	211
2020 Q3	$28K	Hold	915	–	–	﹤0.01%	211
2020 Q2	$31K	Hold	915	–	–	﹤0.01%	204
2020 Q1	$36K	Hold	915	–	–	0.01%	202
2019 Q4	$51K	Sell	915 -2,287	-71%	-$118K	0.01%	180
2019 Q3	$143K	Hold	3,202	–	–	0.02%	144
2019 Q2	$168K	Sell	3,202 -1,024	-24%	-$50.4K	0.02%	134
2019 Q1	$210K	Sell	4,226 -169	-4%	-$7.96K	0.03%	119
2018 Q4	$159K	Buy	4,395 +313	+8%	+$14.1K	0.03%	129
2018 Q3	$221K	Sell	4,082 -142	-3%	-$8.75K	0.03%	122
2018 Q2	$276K	Sell	4,224 -1,512	-26%	-$101K	0.04%	110
2018 Q1	$371K	Hold	5,736	–	–	0.05%	92
2017 Q4	$480K	Buy	5,736 +78	+1%	+$7.45K	0.07%	85
2017 Q3	$656K	Sell	5,658 -295	-5%	-$35.7K	0.1%	79
2017 Q2	$771K	Sell	5,953 -92,984	-94%	-$12.7M	0.12%	68
2017 Q1	$14.1M	Sell	98,937 -1,604	-2%	-$232K	2.26%	21
2016 Q4	$15.2M	Buy	100,541 +5,109	+5%	+$742K	2.74%	17
2016 Q3	$13.5M	Sell	95,432 -490	-0.5%	-$73.1K	2.46%	18
2016 Q2	$14.5M	Buy	95,922 +2,999	+3%	+$438K	2.62%	15
2016 Q1	$14.2M	Buy	92,923 +14,678	+19%	+$2.07M	2.52%	16
2015 Q4	$11.7M	Buy	78,245 +1,052	+1%	+$149K	2.22%	16
2015 Q3	$9.33M	Buy	77,193 +27,460	+55%	+$3.37M	1.82%	25
2015 Q2	$6.33M	Buy	49,733 +1,827	+4%	+$237K	1.14%	29
2015 Q1	$5.7M	Buy	47,906 +40,208	+522%	+$4.79M	1.02%	35
2014 Q4	$933K	Hold	7,698	–	–	0.17%	69
2014 Q3	$945K	Buy	7,698 +2,950	+62%	+$368K	0.18%	69
2014 Q2	$598K	Sell	4,748 -4,460	-48%	-$567K	0.16%	79
2014 Q1	$1.14M	Buy	9,208 +2,592	+39%	+$320K	0.27%	44
2013 Q4	$889K	Buy	6,616 +72	+1%	+$9.07K	0.22%	48
2013 Q3	$749K	Hold	6,544	–	–	0.21%	52
2013 Q2	$727K	Buy	+6,544	New	+$725K	0.2%	53

Other funds holding GE

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Atwood & Palmer's GE Position: Q3 2026 in Review

Atwood & Palmer increased its GE Aerospace (GE) stake by 54% in Q3 2026, buying an estimated $177K and bringing the position to 1,461 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #125.

Atwood & Palmer first reported a position in GE in Q2 2013 and has held it in 54 quarters since. The position peaked at $15.2M in Q4 2016. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Atwood & Palmer held 1,461 shares of GE Aerospace worth $456K as of Q3 2026.
Atwood & Palmer bought 512 GE Aerospace shares in Q3 2026, an estimated $177K.
GE Aerospace made up 0.02% of Atwood & Palmer's portfolio in Q3 2026, its #125 holding.
Atwood & Palmer first reported a position in GE Aerospace in Q2 2013 and has held it in 54 quarters since.
Atwood & Palmer's GE Aerospace position peaked at $15.2M in Q4 2016.
173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.