Beach Investment Counsel’s GE Aerospace GE Stock Holding History

Beach Investment Counsel’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 Q1	$314K	Hold	1,571	–	–	0.05%	104
2024 Q4	$262K	Sell	1,571 -623	-28%	-$111K	0.04%	113
2024 Q3	$414K	Hold	2,194	–	–	0.05%	109
2024 Q2	$349K	Sell	2,194 -1,450	-40%	-$232K	0.04%	113
2024 Q1	$371K	Hold	3,644	–	–	0.05%	127
2023 Q4	$371K	Hold	3,644	–	–	0.05%	125
2023 Q3	$321K	Hold	3,644	–	–	0.04%	138
2023 Q2	$319K	Hold	3,644	–	–	0.04%	139
2023 Q1	$278K	Sell	3,644 -3,434	-49%	-$230K	0.04%	133
2022 Q4	$370K	Hold	7,078	–	–	0.05%	127
2022 Q3	$273K	Sell	7,078 -164	-2%	-$7.21K	0.04%	135
2022 Q2	$287K	Hold	7,242	–	–	0.04%	135
2022 Q1	$413K	Hold	7,242	–	–	0.04%	132
2021 Q4	$426K	Hold	7,242	–	–	0.06%	111
2021 Q3	$465K	Sell	7,242 -8	-0.1%	-$514	0.04%	132
2021 Q2	$486K	Hold	7,250	–	–	0.04%	133
2021 Q1	$474K	Hold	7,250	–	–	0.04%	125
2020 Q4	$390K	Sell	7,250 -457	-6%	-$20.5K	0.04%	124
2020 Q3	$239K	Hold	7,707	–	–	0.03%	130
2020 Q2	$262K	Sell	7,707 -139	-2%	-$4.69K	0.04%	126
2020 Q1	$310K	Hold	7,846	–	–	0.05%	115
2019 Q4	$436K	Sell	7,846 -203	-3%	-$10.5K	0.05%	114
2019 Q3	$359K	Hold	8,049	–	–	0.04%	128
2019 Q2	$421K	Sell	8,049 -4,099	-34%	-$202K	0.05%	120
2019 Q1	$605K	Sell	12,148 -485	-4%	-$22.8K	0.07%	106
2018 Q4	$615K	Sell	12,633 -1,448	-10%	-$65.4K	0.07%	102
2018 Q3	$762K	Hold	14,081	–	–	0.08%	102
2018 Q2	$918K	Hold	14,081	–	–	0.1%	95
2018 Q1	$910K	Sell	14,081 -13,219	-48%	-$979K	0.09%	99
2017 Q4	$2.28M	Sell	27,300 -15,086	-36%	-$1.44M	0.22%	76
2017 Q3	$4.91M	Hold	42,386	–	–	0.52%	44
2017 Q2	$5.49M	Sell	42,386 -1,604	-4%	-$220K	0.56%	41
2017 Q1	$6.28M	Sell	43,990 -58,807	-57%	-$8.51M	0.67%	39
2016 Q4	$15.6M	Sell	102,797 -42,981	-29%	-$6.24M	1.78%	18
2016 Q3	$20.7M	Buy	145,778 +108,776	+294%	+$16.2M	2.35%	14
2016 Q2	$5.58M	Sell	37,002 -63	-0.2%	-$9.19K	0.66%	37
2016 Q1	$5.65M	Sell	37,065 -104	-0.3%	-$14.7K	0.64%	40
2015 Q4	$5.55M	Sell	37,169 -293	-0.8%	-$41.6K	0.63%	39
2015 Q3	$4.53M	Hold	37,462	–	–	0.56%	40
2015 Q2	$4.77M	Sell	37,462 -730	-2%	-$94.7K	0.47%	43
2015 Q1	$4.54M	Hold	38,192	–	–	0.42%	45
2014 Q4	$4.63M	Sell	38,192 -1,507	-4%	-$185K	0.38%	47
2014 Q3	$4.87M	Sell	39,699 -57,775	-59%	-$7.2M	0.46%	40
2014 Q2	$12.3M	Sell	97,474 -74,848	-43%	-$9.52M	1.09%	26
2014 Q1	$21.4M	Buy	172,322 +57,467	+50%	+$7.1M	1.93%	14
2013 Q4	$15.4M	Buy	114,855 +82,960	+260%	+$10.4M	1.43%	24
2013 Q3	$3.65M	Sell	31,895 -49,355	-61%	-$5.66M	0.39%	44
2013 Q2	$9.03M	Buy	+81,250	New	+$9M	0.96%	29

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Beach Investment Counsel's GE Position: Q1 2025 in Review

Beach Investment Counsel held its GE Aerospace (GE) position steady in Q1 2025 at 1,571 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #104.

Beach Investment Counsel first reported a position in GE in Q2 2013 and has held it in 48 quarters since. The position peaked at $21.4M in Q1 2014. 2,614 funds tracked by Wall St. Rank hold GE as of Q1 2025.

Beach Investment Counsel held 1,571 shares of GE Aerospace worth $314K as of Q1 2025.
Beach Investment Counsel left its GE Aerospace share count unchanged in Q1 2025.
GE Aerospace made up 0.05% of Beach Investment Counsel's portfolio in Q1 2025, its #104 holding.
Beach Investment Counsel first reported a position in GE Aerospace in Q2 2013 and has held it in 48 quarters since.
Beach Investment Counsel's GE Aerospace position peaked at $21.4M in Q1 2014.
2,614 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.