Berkeley Capital Partners’s GE Aerospace GE Stock Holding History

Berkeley Capital Partners’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	–	Sell	-631	Closed	-$236K	–	205
2026 Q2	$236K	Buy	+631	New	+$198K	0.05%	184
2018 Q4	–	Sell	-2,865	Closed	-$155K	–	126
2018 Q3	$155K	Sell	2,865 -86	-3%	-$5.3K	0.09%	110
2018 Q2	$192K	Sell	2,951 -141	-5%	-$9.4K	0.11%	111
2018 Q1	$199K	Sell	3,092 -18,475	-86%	-$1.37M	0.11%	109
2017 Q4	$1.8M	Buy	21,567 +9,626	+81%	+$919K	1.19%	17
2017 Q3	$1.38M	Buy	11,941 +776	+7%	+$93.8K	0.92%	22
2017 Q2	$1.44M	Sell	11,165 -1,237	-10%	-$170K	0.98%	19
2017 Q1	$1.77M	Buy	12,402 +57	+0.5%	+$8.25K	1.2%	15
2016 Q4	$1.87M	Sell	12,345 -139	-1%	-$20.2K	1.35%	14
2016 Q3	$1.77M	Sell	12,484 -227	-2%	-$33.9K	1.26%	14
2016 Q2	$1.92M	Buy	12,711 +22	+0.2%	+$3.21K	1.35%	14
2016 Q1	$1.93M	Buy	12,689 +731	+6%	+$103K	1.4%	15
2015 Q4	$1.78M	Buy	+11,958	New	+$1.7M	1.45%	16

Other funds holding GE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Berkeley Capital Partners's GE Position: Q3 2026 in Review

Berkeley Capital Partners sold out of GE Aerospace (GE) in Q3 2026, closing a stake of 631 shares — an estimated $236K sold.

Berkeley Capital Partners first reported a position in GE in Q4 2015 and held it in 13 quarters. The position peaked at $1.93M in Q1 2016. 2,897 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Berkeley Capital Partners reported no remaining GE Aerospace position as of Q3 2026 after selling out during the quarter.
Berkeley Capital Partners sold 631 GE Aerospace shares in Q3 2026, an estimated $236K.
Berkeley Capital Partners first reported a position in GE Aerospace in Q4 2015 and held it in 13 quarters.
Berkeley Capital Partners's GE Aerospace position peaked at $1.93M in Q1 2016.
2,897 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Berkeley Capital Partners's 13F filing for Q3 2026, filed 12 Nov 2026.