Compass Financial Management
GE icon

Compass Financial Management’s GE Aerospace GE Stock Holding History

Compass Financial Management’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
Q3 		$4.61M Sell
14,777
-6,199
-30% -$2.15M 0.5% 43
2026
Q2 		$7.91M Buy
+20,976
New +$6.57M 0.95% 19

Other funds holding GE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Compass Financial Management's GE Position: Q3 2026 in Review

Compass Financial Management reduced its GE Aerospace (GE) stake by 30% in Q3 2026, selling an estimated $2.15M and leaving 14,777 shares worth $4.61M. The position accounts for 0.5% of the portfolio, ranked #43.

Compass Financial Management first reported a position in GE in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.91M in Q2 2026. 2,617 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Compass Financial Management held 14,777 shares of GE Aerospace worth $4.61M as of Q3 2026.
  • Compass Financial Management sold 6,199 GE Aerospace shares in Q3 2026, an estimated $2.15M.
  • GE Aerospace made up 0.5% of Compass Financial Management's portfolio in Q3 2026, its #43 holding.
  • Compass Financial Management first reported a position in GE Aerospace in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's GE Aerospace position peaked at $7.91M in Q2 2026.
  • 2,617 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.