Callahan Advisors’s GE Aerospace GE Stock Holding History

Callahan 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 Q3	$3.92M	Buy	12,568 +645	+5%	+$223K	0.3%	66
2026 Q2	$4.46M	Buy	11,923 +3,453	+41%	+$1.08M	0.34%	63
2026 Q1	$2.4M	Buy	8,470 +5,620	+197%	+$1.77M	0.2%	88
2025 Q4	$878K	Buy	2,850 +2,114	+287%	+$637K	0.07%	120
2025 Q3	$221K	Sell	736 -260	-26%	-$71.1K	0.02%	159
2025 Q2	$256K	Buy	+996	New	+$219K	0.02%	149
2019 Q3	–	Sell	-2,617	Closed	-$137K	–	135
2019 Q2	$137K	Sell	2,617 -14	-0.5%	-$689	0.02%	130
2019 Q1	$131K	Buy	+2,631	New	+$124K	0.02%	128
2018 Q3	–	Sell	-10,020	Closed	-$654K	–	139
2018 Q2	$654K	Buy	10,020 +1,336	+15%	+$89.1K	0.13%	93
2018 Q1	$561K	Sell	8,684 -38,762	-82%	-$2.87M	0.12%	94
2017 Q4	$3.97M	Sell	47,446 -27,506	-37%	-$2.63M	0.79%	46
2017 Q3	$8.69M	Buy	74,952 +2,182	+3%	+$264K	1.83%	22
2017 Q2	$9.42M	Buy	72,770 +948	+1%	+$130K	2.05%	15
2017 Q1	$10.3M	Buy	71,822 +1,217	+2%	+$176K	2.31%	7
2016 Q4	$10.7M	Buy	70,605 +2,118	+3%	+$308K	2.58%	6
2016 Q3	$9.7M	Buy	68,487 +2,024	+3%	+$302K	2.43%	7
2016 Q2	$10M	Buy	66,463 +1,614	+2%	+$235K	2.63%	5
2016 Q1	$9.9M	Sell	64,849 -192	-0.3%	-$27.1K	2.71%	5
2015 Q4	$9.7M	Buy	65,041 +3,457	+6%	+$491K	2.77%	4
2015 Q3	$7.44M	Buy	61,584 +2,344	+4%	+$287K	2.29%	11
2015 Q2	$7.54M	Buy	59,240 +1,850	+3%	+$240K	2.17%	10
2015 Q1	$6.82M	Buy	57,390 +3,217	+6%	+$383K	1.99%	13
2014 Q4	$6.56M	Buy	54,173 +1,469	+3%	+$181K	1.93%	12
2014 Q3	$6.47M	Buy	52,704 +1,217	+2%	+$152K	2%	10
2014 Q2	$6.48M	Buy	51,487 +2,263	+5%	+$288K	2.06%	6
2014 Q1	$6.11M	Buy	49,224 +1,674	+4%	+$207K	2.08%	5
2013 Q4	$6.39M	Sell	47,550 -36	-0.1%	-$4.53K	2.23%	4
2013 Q3	$5.45M	Buy	47,586 +1,513	+3%	+$174K	2.08%	7
2013 Q2	$5.12M	Buy	+46,073	New	+$5.1M	2.09%	8

Other funds holding GE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Callahan Advisors's GE Position: Q3 2026 in Review

Callahan Advisors increased its GE Aerospace (GE) stake by 5.4% in Q3 2026, buying an estimated $223K and bringing the position to 12,568 shares worth $3.92M. The position accounts for 0.3% of the portfolio, ranked #66.

Callahan Advisors first reported a position in GE in Q2 2013 and has held it in 29 quarters since. The position peaked at $10.7M in Q4 2016. 2,579 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Callahan Advisors held 12,568 shares of GE Aerospace worth $3.92M as of Q3 2026.
Callahan Advisors bought 645 GE Aerospace shares in Q3 2026, an estimated $223K.
GE Aerospace made up 0.3% of Callahan Advisors's portfolio in Q3 2026, its #66 holding.
Callahan Advisors first reported a position in GE Aerospace in Q2 2013 and has held it in 29 quarters since.
Callahan Advisors's GE Aerospace position peaked at $10.7M in Q4 2016.
2,579 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Callahan Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.