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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
Q3 		$39.1K Hold
125
– – 0.01% 179
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Burkett Financial Services's GE Position: Q3 2026 in Review

Burkett Financial Services held its GE Aerospace (GE) position steady in Q3 2026 at 125 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #179.

Burkett Financial Services first reported a position in GE in Q4 2023 and has held it in 12 quarters since. The position peaked at $46.8K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Burkett Financial Services held 125 shares of GE Aerospace worth $39.1K as of Q3 2026.
  • Burkett Financial Services left its GE Aerospace share count unchanged in Q3 2026.
  • GE Aerospace made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #179 holding.
  • Burkett Financial Services first reported a position in GE Aerospace in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's GE Aerospace position peaked at $46.8K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.