Burkett Financial Services’s GE Aerospace GE Stock Holding History

Burkett Financial Services’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	$46.8K	Buy	125 +28	+29%	+$8.77K	0.01%	103
2026 Q1	$27.8K	Hold	97	–	–	0.01%	131
2025 Q4	$30.1K	Sell	97 -31	-24%	-$9.34K	0.01%	121
2025 Q3	$38.5K	Hold	128	–	–	0.01%	110
2025 Q2	$32.9K	Buy	128 +1	+0.8%	+$219	0.01%	109
2025 Q1	$25.5K	Hold	127	–	–	0.01%	124
2024 Q4	$21.2K	Hold	127	–	–	0.01%	121
2024 Q3	$24K	Buy	127 +30	+31%	+$5.08K	0.01%	109
2024 Q2	$15.4K	Sell	97 -25	-20%	-$3.99K	0.01%	122
2024 Q1	$17K	Hold	122	–	–	0.01%	125
2023 Q4	$12.3K	Buy	+122	New	+$11.3K	0.01%	131

Other funds holding GE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Burkett Financial Services's GE Position: Q2 2026 in Review

Burkett Financial Services increased its GE Aerospace (GE) stake by 29% in Q2 2026, buying an estimated $8.77K and bringing the position to 125 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #103.

Burkett Financial Services first reported a position in GE in Q4 2023 and has held it in 11 quarters since. 1,945 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Burkett Financial Services held 125 shares of GE Aerospace worth $46.8K as of Q2 2026.
Burkett Financial Services bought 28 GE Aerospace shares in Q2 2026, an estimated $8.77K.
GE Aerospace made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #103 holding.
Burkett Financial Services first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
1,945 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.