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 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	$1.45M	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Berkeley Capital Partners's GE Position: Q2 2026 in Review

Berkeley Capital Partners opened a new position in GE Aerospace (GE) in Q2 2026: 631 shares worth $236K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings. This is a return to the name: Berkeley Capital Partners previously reported a position in GE as recently as Q3 2018.

Berkeley Capital Partners first reported a position in GE in Q4 2015 and has held it in 13 quarters since. The position peaked at $1.93M in Q1 2016. 3,453 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Berkeley Capital Partners held 631 shares of GE Aerospace worth $236K as of Q2 2026.
GE Aerospace was a new Berkeley Capital Partners position in Q2 2026.
GE Aerospace made up 0.05% of Berkeley Capital Partners's portfolio in Q2 2026, its #184 holding.
Berkeley Capital Partners first reported a position in GE Aerospace in Q4 2015 and has held it in 13 quarters since.
Berkeley Capital Partners's GE Aerospace position peaked at $1.93M in Q1 2016.
3,453 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.