Charter Research & Investment Group’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
Q1 | $428K | Hold |
1,510
| – | – | 0.29% | 63 |
|
|
2025
Q4 | $465K | Hold |
1,510
| – | – | 0.31% | 59 |
|
|
2025
Q3 | $454K | Hold |
1,510
| – | – | 0.31% | 60 |
|
|
2025
Q2 | $389K | Sell |
1,510
-62
| -4% | -$13.6K | 0.29% | 65 |
|
|
2025
Q1 | $315K | Hold |
1,572
| – | – | 0.24% | 66 |
|
|
2024
Q4 | $262K | Hold |
1,572
| – | – | 0.2% | 70 |
|
|
2024
Q3 | $296K | Hold |
1,572
| – | – | 0.22% | 70 |
|
|
2024
Q2 | $250K | Sell |
1,572
-398
| -20% | -$63.5K | 0.2% | 72 |
|
|
2024
Q1 | $276K | Sell |
1,970
-77
| -4% | -$9.07K | 0.22% | 71 |
|
|
2023
Q4 | $209K | Buy |
+2,047
| New | +$190K | 0.17% | 82 |
|
|
2022
Q2 | – | Sell |
-4,608
| Closed | -$263K | – | 81 |
|
|
2022
Q1 | $263K | Sell |
4,608
-819
| -15% | -$48.9K | 0.21% | 72 |
|
|
2021
Q4 | $319K | Sell |
5,427
-269
| -5% | -$16.9K | 0.25% | 66 |
|
|
2021
Q3 | $366K | Buy |
5,696
+693
| +14% | +$44.6K | 0.3% | 63 |
|
|
2021
Q2 | $336K | Hold |
5,003
| – | – | 0.28% | 66 |
|
|
2021
Q1 | $327K | Hold |
5,003
| – | – | 0.29% | 68 |
|
|
2020
Q4 | $269K | Buy |
5,003
+527
| +12% | +$23.6K | 0.26% | 71 |
|
|
2020
Q3 | $139K | Sell |
4,476
-743
| -14% | -$24.2K | 0.15% | 75 |
|
|
2020
Q2 | $178K | Sell |
5,219
-175
| -3% | -$5.9K | 0.21% | 74 |
|
|
2020
Q1 | $213K | Hold |
5,394
| – | – | 0.28% | 70 |
|
|
2019
Q4 | $300K | Sell |
5,394
-8,347
| -61% | -$431K | 0.31% | 68 |
|
|
2019
Q3 | $612K | Buy |
13,741
+121
| +0.9% | +$5.69K | 0.66% | 46 |
|
|
2019
Q2 | $713K | Sell |
13,620
-1,154
| -8% | -$56.8K | 0.79% | 41 |
|
|
2019
Q1 | $736K | Sell |
14,774
-733
| -5% | -$34.5K | 0.81% | 39 |
|
|
2018
Q4 | $563K | Sell |
15,507
-3,523
| -19% | -$159K | 0.71% | 41 |
|
|
2018
Q3 | $1.03M | Sell |
19,030
-1,878
| -9% | -$116K | 1.12% | 34 |
|
|
2018
Q2 | $1.36M | Sell |
20,908
-549
| -3% | -$36.6K | 1.56% | 28 |
|
|
2018
Q1 | $1.39M | Sell |
21,457
-741
| -3% | -$54.9K | 1.65% | 26 |
|
|
2017
Q4 | $1.86M | Buy |
+22,198
| New | +$2.12M | 2.08% | 16 |
|
|
2016
Q3 | $4.1M | Sell |
28,859
-34
| -0.1% | -$5.07K | 4.81% | 1 |
|
|
2016
Q2 | $4.36M | Sell |
28,893
-928
| -3% | -$135K | 4.98% | 1 |
|
|
2016
Q1 | $4.54M | Sell |
29,821
-624
| -2% | -$88.1K | 5.21% | 1 |
|
|
2015
Q4 | $4.54M | Sell |
30,445
-29
| -0.1% | -$4.12K | 5.28% | 1 |
|
|
2015
Q3 | $3.68M | Sell |
30,474
-332
| -1% | -$40.7K | 4.86% | 1 |
|
|
2015
Q2 | $3.92M | Sell |
30,806
-196
| -0.6% | -$25.4K | 4.36% | 3 |
|
|
2015
Q1 | $3.69M | Sell |
31,002
-145
| -0.5% | -$17.3K | 4.08% | 4 |
|
|
2014
Q4 | $3.77M | Buy |
+31,147
| New | +$3.83M | 4.13% | 1 |
|
Other funds holding GE
VCM
VPM
Charter Research & Investment Group's GE Position: Q1 2026 in Review
Charter Research & Investment Group held its GE Aerospace (GE) position steady in Q1 2026 at 1,510 shares worth $428K. The position accounts for 0.29% of the portfolio, ranked #63.
Charter Research & Investment Group first reported a position in GE in Q4 2014 and has held it in 36 quarters since. The position peaked at $4.54M in Q4 2015. 3,213 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Charter Research & Investment Group held 1,510 shares of GE Aerospace worth $428K as of Q1 2026.
- Charter Research & Investment Group left its GE Aerospace share count unchanged in Q1 2026.
- GE Aerospace made up 0.29% of Charter Research & Investment Group's portfolio in Q1 2026, its #63 holding.
- Charter Research & Investment Group first reported a position in GE Aerospace in Q4 2014 and has held it in 36 quarters since.
- Charter Research & Investment Group's GE Aerospace position peaked at $4.54M in Q4 2015.
- 3,213 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.