BFG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Berger Financial Group's GE Position: Q1 2026 in Review

Berger Financial Group reduced its GE Aerospace (GE) stake by 2.3% in Q1 2026, selling an estimated $37.4K and leaving 5,076 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #174.

Berger Financial Group first reported a position in GE in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.6M in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Berger Financial Group held 5,076 shares of GE Aerospace worth $1.44M as of Q1 2026.
  • Berger Financial Group sold 119 GE Aerospace shares in Q1 2026, an estimated $37.4K.
  • GE Aerospace made up 0.08% of Berger Financial Group's portfolio in Q1 2026, its #174 holding.
  • Berger Financial Group first reported a position in GE Aerospace in Q4 2020 and has held it in 15 quarters since.
  • Berger Financial Group's GE Aerospace position peaked at $1.6M in Q4 2025.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.