Bourgeon Capital Management’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$360K Sell
1,267
-20
-2% -$6.29K 0.06% 84
2025
Q4
$396K Sell
1,287
-7
-0.5% -$2.11K 0.06% 99
2025
Q3
$389K Hold
1,294
0.07% 86
2025
Q2
$333K Sell
1,294
-7
-0.5% -$1.54K 0.07% 90
2025
Q1
$260K Hold
1,301
0.06% 99
2024
Q4
$217K Hold
1,301
0.04% 116
2024
Q3
$245K Sell
1,301
-3
-0.2% -$508 0.05% 98
2024
Q2
$207K Sell
1,304
-286
-18% -$45.7K 0.04% 107
2024
Q1
$223K Buy
1,590
+9
+0.6% +$1.06K 0.04% 104
2023
Q4
$161K Hold
1,581
0.04% 110
2023
Q3
$140K Hold
1,581
0.03% 111
2023
Q2
$139K Hold
1,581
0.03% 117
2023
Q1
$121K Sell
1,581
-445
-22% -$29.8K 0.03% 113
2022
Q4
$106K Hold
2,026
0.03% 125
2022
Q3
$78K Hold
2,026
0.02% 123
2022
Q2
$80K Hold
2,026
0.02% 121
2022
Q1
$115K Hold
2,026
0.03% 117
2021
Q4
$119K Hold
2,026
0.02% 118
2021
Q3
$130K Sell
2,026
-15,048
-88% -$968K 0.03% 118
2021
Q2
$1.15M Buy
17,074
+12,144
+246% +$810K 0.25% 61
2021
Q1
$323K Buy
4,930
+1,491
+43% +$90.3K 0.07% 97
2020
Q4
$185K Sell
3,439
-40
-1% -$1.79K 0.05% 102
2020
Q3
$108K Sell
3,479
-47
-1% -$1.53K 0.03% 109
2020
Q2
$120K Sell
3,526
-121
-3% -$4.08K 0.04% 87
2020
Q1
$144K Buy
3,647
+168
+5% +$8.96K 0.07% 73
2019
Q4
$194K Hold
3,479
0.09% 72
2019
Q3
$155K Hold
3,479
0.08% 74
2019
Q2
$182K Hold
3,479
0.11% 69
2019
Q1
$173K Sell
3,479
-1,912
-35% -$90K 0.1% 67
2018
Q4
$196K Buy
5,391
+1,472
+38% +$66.5K 0.13% 62
2018
Q3
$212K Buy
3,919
+3
+0.1% +$185 0.11% 68
2018
Q2
$255K Buy
3,916
+2
+0.1% +$133 0.14% 69
2018
Q1
$253K Sell
3,914
-545
-12% -$40.4K 0.14% 65
2017
Q4
$373K Sell
4,459
-4,051
-48% -$387K 0.2% 63
2017
Q3
$986K Buy
8,510
+3,910
+85% +$473K 0.58% 38
2017
Q2
$595K Buy
4,600
+2
+0% +$274 0.37% 49
2017
Q1
$657K Buy
4,598
+107
+2% +$15.5K 0.41% 47
2016
Q4
$680K Buy
4,491
+2
+0% +$291 0.43% 50
2016
Q3
$637K Buy
4,489
+2
+0% +$298 0.41% 54
2016
Q2
$677K Buy
4,487
+2
+0% +$292 0.44% 47
2016
Q1
$683K Buy
4,485
+3
+0.1% +$424 0.46% 50
2015
Q4
$669K Sell
4,482
-103
-2% -$14.6K 0.43% 51
2015
Q3
$554K Buy
4,585
+17
+0.4% +$2.08K 0.39% 56
2015
Q2
$582K Sell
4,568
-1,577
-26% -$205K 0.35% 65
2015
Q1
$731K Buy
6,145
+1,215
+25% +$145K 0.45% 56
2014
Q4
$597K Buy
4,930
+4
+0.1% +$492 0.36% 60
2014
Q3
$605K Buy
4,926
+4
+0.1% +$498 0.35% 60
2014
Q2
$620K Buy
+4,922
New +$626K 0.34% 64

Other funds holding GE

Bourgeon Capital Management's GE Position: Q1 2026 in Review

Bourgeon Capital Management reduced its GE Aerospace (GE) stake by 1.6% in Q1 2026, selling an estimated $6.29K and leaving 1,267 shares worth $360K. The position accounts for 0.06% of the portfolio, ranked #84.

Bourgeon Capital Management first reported a position in GE in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.15M in Q2 2021. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Bourgeon Capital Management held 1,267 shares of GE Aerospace worth $360K as of Q1 2026.
  • Bourgeon Capital Management sold 20 GE Aerospace shares in Q1 2026, an estimated $6.29K.
  • GE Aerospace made up 0.06% of Bourgeon Capital Management's portfolio in Q1 2026, its #84 holding.
  • Bourgeon Capital Management first reported a position in GE Aerospace in Q2 2014 and has held it in 48 quarters since.
  • Bourgeon Capital Management's GE Aerospace position peaked at $1.15M in Q2 2021.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.