Bard Financial Services’s GE Aerospace GE Stock Holding History

Bard Financial Services’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
2025 Q3	$4.16M	Sell	13,820 -230	-2%	-$62.9K	0.46%	58
2025 Q2	$3.62M	Sell	14,050 -310	-2%	-$68K	0.43%	60
2025 Q1	$2.87M	Sell	14,360 -300	-2%	-$59K	0.35%	69
2024 Q4	$2.45M	Sell	14,660 -135	-0.9%	-$24.1K	0.29%	74
2024 Q3	$2.79M	Sell	14,795 -2,790	-16%	-$473K	0.33%	68
2024 Q2	$2.8M	Sell	17,585 -5,577	-24%	-$890K	0.29%	71
2024 Q1	$3.24M	Sell	23,162 -626	-3%	-$73.8K	0.34%	67
2023 Q4	$2.42M	Buy	23,788 +119	+0.5%	+$11K	0.27%	81
2023 Q3	$2.09M	Sell	23,669 -3,039	-11%	-$273K	0.26%	81
2023 Q2	$2.34M	Sell	26,708 -551	-2%	-$44.6K	0.18%	113
2023 Q1	$2.08M	Sell	27,259 -10,405	-28%	-$696K	0.17%	114
2022 Q4	$1.97M	Sell	37,664 -3,988	-10%	-$196K	0.17%	115
2022 Q3	$1.61M	Sell	41,652 -2,777	-6%	-$122K	0.15%	122
2022 Q2	$1.76M	Sell	44,429 -5,706	-11%	-$276K	0.16%	116
2022 Q1	$2.86M	Sell	50,135 -1,677	-3%	-$100K	0.23%	96
2021 Q4	$3.05M	Sell	51,812 -1,678	-3%	-$105K	0.25%	93
2021 Q3	$3.43M	Sell	53,490 -1,208	-2%	-$77.7K	0.3%	85
2021 Q2	$3.67M	Sell	54,698 -451	-0.8%	-$30.1K	0.33%	82
2021 Q1	$3.61M	Sell	55,149 -627	-1%	-$38K	0.35%	78
2020 Q4	$3M	Buy	+55,776	New	+$2.5M	0.3%	86

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bard Financial Services's GE Position: Q3 2025 in Review

Bard Financial Services reduced its GE Aerospace (GE) stake by 1.6% in Q3 2025, selling an estimated $62.9K and leaving 13,820 shares worth $4.16M. The position accounts for 0.46% of the portfolio, ranked #58.

Bard Financial Services first reported a position in GE in Q4 2020 and has held it in 20 quarters since. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

Bard Financial Services held 13,820 shares of GE Aerospace worth $4.16M as of Q3 2025.
Bard Financial Services sold 230 GE Aerospace shares in Q3 2025, an estimated $62.9K.
GE Aerospace made up 0.46% of Bard Financial Services's portfolio in Q3 2025, its #58 holding.
Bard Financial Services first reported a position in GE Aerospace in Q4 2020 and has held it in 20 quarters since.
2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.