Concurrent Investment Advisors’s GE Aerospace GE Stock Holding History

Concurrent Investment Advisors’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	$14.3M	Sell	51,309 -16,228	-24%	-$5.1M	0.16%	136
2025 Q4	$20.6M	Buy	67,537 +27,878	+70%	+$8.39M	0.23%	88
2025 Q3	$11.7M	Buy	39,659 +449	+1%	+$123K	0.2%	104
2025 Q2	$9.9M	Sell	39,210 -1,829	-4%	-$401K	0.19%	112
2025 Q1	$8.06M	Buy	41,039 +8,145	+25%	+$1.6M	0.2%	114
2024 Q4	$5.36M	Buy	32,894 +11,483	+54%	+$2.05M	0.14%	148
2024 Q3	$3.9M	Sell	21,411 -72,514	-77%	-$12.3M	0.12%	185
2024 Q2	$3.08M	Sell	93,925 -16,551	-15%	-$2.64M	0.1%	206
2024 Q1	$2.39M	Buy	110,476 +946	+0.9%	+$111K	0.1%	215
2023 Q4	$1.66M	Buy	+109,530	New	+$10.1M	0.08%	257

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Concurrent Investment Advisors's GE Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its GE Aerospace (GE) stake by 24% in Q1 2026, selling an estimated $5.1M and leaving 51,309 shares worth $14.3M. The position accounts for 0.16% of the portfolio, ranked #136.

Concurrent Investment Advisors first reported a position in GE in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.6M in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Concurrent Investment Advisors held 51,309 shares of GE Aerospace worth $14.3M as of Q1 2026.
Concurrent Investment Advisors sold 16,228 GE Aerospace shares in Q1 2026, an estimated $5.1M.
GE Aerospace made up 0.16% of Concurrent Investment Advisors's portfolio in Q1 2026, its #136 holding.
Concurrent Investment Advisors first reported a position in GE Aerospace in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's GE Aerospace position peaked at $20.6M in Q4 2025.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.