Capital Performance Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Sell
2,797
-3,147
-53% -$985K 0.07% 111
2026
Q1
$1.69M Buy
5,944
+498
+9% +$157K 0.11% 79
2025
Q4
$1.68M Buy
5,446
+690
+15% +$208K 0.12% 80
2025
Q3
$1.43M Buy
4,756
+396
+9% +$108K 0.24% 55
2025
Q2
$1.12M Buy
4,360
+97
+2% +$21.3K 0.22% 59
2025
Q1
$853K Buy
4,263
+1,723
+68% +$339K 0.19% 64
2024
Q4
$424K Buy
2,540
+479
+23% +$85.5K 0.14% 69
2024
Q3
$389K Buy
+2,061
New +$349K 0.12% 63

Other funds holding GE

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

Capital Performance Advisors reduced its GE Aerospace (GE) stake by 53% in Q2 2026, selling an estimated $985K and leaving 2,797 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #111.

Capital Performance Advisors first reported a position in GE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q1 2026. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Capital Performance Advisors held 2,797 shares of GE Aerospace worth $1.05M as of Q2 2026.
  • Capital Performance Advisors sold 3,147 GE Aerospace shares in Q2 2026, an estimated $985K.
  • GE Aerospace made up 0.07% of Capital Performance Advisors's portfolio in Q2 2026, its #111 holding.
  • Capital Performance Advisors first reported a position in GE Aerospace in Q3 2024 and has held it in 8 quarters since.
  • Capital Performance Advisors's GE Aerospace position peaked at $1.69M in Q1 2026.
  • 3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.