BFG
GE icon

Berger Financial Group’s GE Aerospace GE Stock Holding History

Berger Financial Group’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 		$2.23M Buy
5,961
+885
+17% +$277K 0.11% 142
2026
Q1 		$1.44M Sell
5,076
-119
-2% -$37.4K 0.08% 174
2025
Q4 		$1.6M Buy
5,195
+1,946
+60% +$586K 0.09% 165
2025
Q3 		$977K Sell
3,249
-48
-1% -$13.1K 0.06% 211
2025
Q2 		$849K Sell
3,297
-3
-0.1% -$658 0.05% 210
2025
Q1 		$661K Sell
3,300
-32
-1% -$6.3K 0.05% 226
2024
Q4 		$556K Buy
3,332
+189
+6% +$33.7K 0.04% 243
2024
Q3 		$593K Buy
3,143
+211
+7% +$35.8K 0.04% 217
2024
Q2 		$466K Sell
2,932
-199
-6% -$31.8K 0.04% 224
2024
Q1 		$439K Buy
3,131
+247
+9% +$29.1K 0.04% 222
2023
Q4 		$294K Buy
2,884
+378
+15% +$35K 0.03% 232
2023
Q3 		$221K Buy
+2,506
New +$225K 0.03% 258
2021
Q4 		– Sell
-3,233
Closed -$208K – 259
2021
Q3 		$208K Buy
3,233
+54
+2% +$3.47K 0.04% 205
2021
Q2 		$213K Buy
3,179
+195
+7% +$13K 0.04% 195
2021
Q1 		$195K Sell
2,984
-73
-2% -$4.42K 0.04% 190
2020
Q4 		$165K Buy
+3,057
New +$137K 0.03% 201

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Berger Financial Group's GE Position: Q2 2026 in Review

Berger Financial Group increased its GE Aerospace (GE) stake by 17% in Q2 2026, buying an estimated $277K and bringing the position to 5,961 shares worth $2.23M. The position accounts for 0.11% of the portfolio, ranked #142.

Berger Financial Group first reported a position in GE in Q4 2020 and has held it in 16 quarters since. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Berger Financial Group held 5,961 shares of GE Aerospace worth $2.23M as of Q2 2026.
  • Berger Financial Group bought 885 GE Aerospace shares in Q2 2026, an estimated $277K.
  • GE Aerospace made up 0.11% of Berger Financial Group's portfolio in Q2 2026, its #142 holding.
  • Berger Financial Group first reported a position in GE Aerospace in Q4 2020 and has held it in 16 quarters since.
  • 3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.