Capital Advisors Ltd’s GE Aerospace GE Stock Holding History

Capital Advisors Ltd’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	$87K	Sell	234 -8	-3%	-$2.5K	0.01%	423
2026 Q1	$69K	Hold	242	–	–	0.01%	444
2025 Q4	$74K	Sell	242 -1	-0.4%	-$301	0.01%	416
2025 Q3	$73K	Buy	243 +2	+0.8%	+$547	0.01%	418
2025 Q2	$62K	Sell	241 -4	-2%	-$878	0.01%	431
2025 Q1	$49K	Buy	245 +24	+11%	+$4.72K	0.01%	454
2024 Q4	$37K	Hold	221	–	–	﹤0.01%	506
2024 Q3	$42K	Buy	221 +3	+1%	+$508	0.01%	486
2024 Q2	$35K	Sell	218 -65	-23%	-$10.4K	﹤0.01%	505
2024 Q1	$40K	Buy	283 +24	+9%	+$2.83K	0.01%	475
2023 Q4	$26K	Hold	259	–	–	﹤0.01%	526
2023 Q3	$23K	Hold	259	–	–	﹤0.01%	527
2023 Q2	$23K	Hold	259	–	–	﹤0.01%	541
2023 Q1	$20K	Buy	259 +37	+17%	+$2.48K	﹤0.01%	462
2022 Q4	$12K	Buy	222 +78	+54%	+$3.83K	﹤0.01%	530
2022 Q3	$6K	Buy	144 +48	+50%	+$2.11K	﹤0.01%	601
2022 Q2	$4K	Sell	96 -23	-19%	-$1.11K	﹤0.01%	593
2022 Q1	$7K	Hold	119	–	–	﹤0.01%	560
2021 Q4	$7K	Buy	119 +23	+24%	+$1.45K	﹤0.01%	542
2021 Q3	$6K	Sell	96 -1	-1%	-$64	﹤0.01%	459
2021 Q2	$7K	Hold	97	–	–	﹤0.01%	430
2021 Q1	$6K	Hold	97	–	–	﹤0.01%	438
2020 Q4	$5K	Hold	97	–	–	﹤0.01%	420
2020 Q3	$3K	Hold	97	–	–	﹤0.01%	430
2020 Q2	$3K	Hold	97	–	–	﹤0.01%	428
2020 Q1	$4K	Hold	97	–	–	﹤0.01%	416
2019 Q4	$5K	Hold	97	–	–	﹤0.01%	384
2019 Q3	$4K	Hold	97	–	–	﹤0.01%	385
2019 Q2	$5K	Buy	97 +1	+1%	+$49	﹤0.01%	405
2019 Q1	$5K	Sell	96 -4	-4%	-$188	﹤0.01%	401
2018 Q4	$4K	Sell	100 -1,341	-93%	-$60.5K	﹤0.01%	415
2018 Q3	$78K	Buy	1,441 +1	+0.1%	+$62	0.02%	253
2018 Q2	$94K	Hold	1,440	–	–	0.03%	186
2018 Q1	$93K	Buy	1,440 +1	+0.1%	+$74	0.03%	183
2017 Q4	$120K	Hold	1,439	–	–	0.04%	158
2017 Q3	$167K	Buy	1,439 +52	+4%	+$6.29K	0.06%	128
2017 Q2	$179K	Hold	1,387	–	–	0.07%	120
2017 Q1	$198K	Hold	1,387	–	–	0.08%	112
2016 Q4	$210K	Hold	1,387	–	–	0.09%	105
2016 Q3	$197K	Hold	1,387	–	–	0.09%	105
2016 Q2	$209K	Sell	1,387 -32	-2%	-$4.67K	0.1%	103
2016 Q1	$216K	Hold	1,419	–	–	0.11%	94
2015 Q4	$212K	Hold	1,419	–	–	0.11%	94
2015 Q3	$171K	Sell	1,419 -433	-23%	-$53.1K	0.09%	102
2015 Q2	$236K	Buy	1,852 +241	+15%	+$31.3K	0.12%	89
2015 Q1	$192K	Hold	1,611	–	–	0.1%	100
2014 Q4	$195K	Hold	1,611	–	–	0.11%	95
2014 Q3	$197K	Hold	1,611	–	–	0.11%	93
2014 Q2	$203K	Hold	1,611	–	–	0.11%	97
2014 Q1	$200K	Sell	1,611 -66	-4%	-$8.15K	0.12%	94
2013 Q4	$225K	Buy	+1,677	New	+$211K	0.15%	81

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

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

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Capital Advisors Ltd's GE Position: Q2 2026 in Review

Capital Advisors Ltd reduced its GE Aerospace (GE) stake by 3.3% in Q2 2026, selling an estimated $2.5K and leaving 234 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #423.

Capital Advisors Ltd first reported a position in GE in Q4 2013 and has held it in 51 quarters since. The position peaked at $236K in Q2 2015. 1,821 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Capital Advisors Ltd held 234 shares of GE Aerospace worth $87K as of Q2 2026.
Capital Advisors Ltd sold 8 GE Aerospace shares in Q2 2026, an estimated $2.5K.
GE Aerospace made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #423 holding.
Capital Advisors Ltd first reported a position in GE Aerospace in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's GE Aerospace position peaked at $236K in Q2 2015.
1,821 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.