Carter Financial Group’s GE Aerospace GE Stock Holding History

Carter Financial Group’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	$434K	Sell	1,162 -314	-21%	-$98.3K	0.23%	77
2026 Q1	$419K	Sell	1,476 -29	-2%	-$9.11K	0.26%	62
2025 Q4	$464K	Buy	1,505 +139	+10%	+$41.9K	0.28%	62
2025 Q3	$411K	Buy	1,366 +447	+49%	+$122K	0.25%	63
2025 Q2	$237K	Buy	+919	New	+$202K	0.15%	94

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Carter Financial Group's GE Position: Q2 2026 in Review

Carter Financial Group reduced its GE Aerospace (GE) stake by 21% in Q2 2026, selling an estimated $98.3K and leaving 1,162 shares worth $434K. The position accounts for 0.23% of the portfolio, ranked #77.

Carter Financial Group first reported a position in GE in Q2 2025 and has held it in 5 quarters since. The position peaked at $464K in Q4 2025. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Carter Financial Group held 1,162 shares of GE Aerospace worth $434K as of Q2 2026.
Carter Financial Group sold 314 GE Aerospace shares in Q2 2026, an estimated $98.3K.
GE Aerospace made up 0.23% of Carter Financial Group's portfolio in Q2 2026, its #77 holding.
Carter Financial Group first reported a position in GE Aerospace in Q2 2025 and has held it in 5 quarters since.
Carter Financial Group's GE Aerospace position peaked at $464K in Q4 2025.
1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.