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Caerus Investment Advisors’s GE Aerospace GE Stock Holding History

Caerus Investment 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 		$678K Sell
2,389
-2,329
-49% -$732K 0.28% 72
2025
Q4 		$1.45M Buy
4,718
+912
+24% +$275K 0.47% 37
2025
Q3 		$1.14M Buy
+3,806
New +$1.04M 0.47% 32

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Caerus Investment Advisors's GE Position: Q1 2026 in Review

Caerus Investment Advisors reduced its GE Aerospace (GE) stake by 49% in Q1 2026, selling an estimated $732K and leaving 2,389 shares worth $678K. The position accounts for 0.28% of the portfolio, ranked #72.

Caerus Investment Advisors first reported a position in GE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Caerus Investment Advisors held 2,389 shares of GE Aerospace worth $678K as of Q1 2026.
  • Caerus Investment Advisors sold 2,329 GE Aerospace shares in Q1 2026, an estimated $732K.
  • GE Aerospace made up 0.28% of Caerus Investment Advisors's portfolio in Q1 2026, its #72 holding.
  • Caerus Investment Advisors first reported a position in GE Aerospace in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's GE Aerospace position peaked at $1.45M in Q4 2025.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.