Brendel Financial Advisors’s GE Aerospace GE Stock Holding History

Brendel Financial Advisors’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	$307K	Hold	1,083	–	–	0.15%	73
2025 Q4	$334K	Hold	1,083	–	–	0.16%	75
2025 Q3	$326K	Hold	1,083	–	–	0.17%	80
2025 Q2	$279K	Sell	1,083 -53	-5%	-$11.6K	0.16%	84
2025 Q1	$227K	Buy	+1,136	New	+$224K	0.14%	88
2024 Q4	–	Sell	-1,123	Closed	-$212K	–	100
2024 Q3	$212K	Sell	1,123 -10,400	-90%	-$1.76M	0.12%	88
2024 Q2	$1.83M	Buy	+11,523	New	+$1.84M	1.17%	40
2021 Q3	–	Sell	-1,725	Closed	-$116K	–	152
2021 Q2	$116K	Buy	+1,725	New	+$115K	0.06%	126
2020 Q2	–	Sell	-3,632	Closed	-$144K	–	83
2020 Q1	$144K	Hold	3,632	–	–	0.17%	70
2019 Q4	$202K	Hold	3,632	–	–	0.17%	81
2019 Q3	$162K	Hold	3,632	–	–	0.15%	79
2019 Q2	$190K	Hold	3,632	–	–	0.18%	73
2019 Q1	$181K	Sell	3,632 -145	-4%	-$6.83K	0.16%	75
2018 Q4	$137K	Buy	+3,777	New	+$171K	0.16%	73

Other funds holding GE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM