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Cavalier Investments’s GE Aerospace GE Stock Holding History

Cavalier Investments’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 		– Sell
-75,000
Closed -$23.1M – 118
2025
Q4 		$23.1M Buy
75,000
+74,750
+29,900% +$22.5M 1.19% 12
2025
Q3 		$7.52M Buy
+250
New +$68.3K 0.62% 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

Cavalier Investments's GE Position: Q1 2026 in Review

Cavalier Investments sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 60,674 shares — an estimated $18.7M sold.

Cavalier Investments first reported a position in GE in Q2 2024 and held it in 7 quarters. The position peaked at $18.7M in Q4 2025. 3,207 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Cavalier Investments reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • Cavalier Investments sold 60,674 GE Aerospace shares in Q1 2026, an estimated $18.7M.
  • Cavalier Investments first reported a position in GE Aerospace in Q2 2024 and held it in 7 quarters.
  • Cavalier Investments's GE Aerospace position peaked at $18.7M in Q4 2025.
  • 3,207 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.