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Cooper Financial Group’s GE Aerospace GE Stock Holding History

Cooper 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
Q3 		$1.65M Buy
5,294
+105
+2% +$36.4K 0.13% 121
2026
Q2 		$1.94M Buy
5,189
+1,033
+25% +$323K 0.16% 110
2026
Q1 		$1.18M Sell
4,156
-192
-4% -$60.3K 0.12% 133
2025
Q4 		$1.34M Sell
4,348
-412
-9% -$124K 0.14% 115
2025
Q3 		$1.43M Buy
4,760
+780
+20% +$213K 0.16% 100
2025
Q2 		$1.02M Buy
3,980
+1,292
+48% +$283K 0.12% 140
2025
Q1 		$538K Buy
2,688
+431
+19% +$84.8K 0.07% 233
2024
Q4 		$376K Buy
2,257
+646
+40% +$115K 0.05% 270
2024
Q3 		$304K Buy
1,611
+157
+11% +$26.6K 0.04% 309
2024
Q2 		$231K Sell
1,454
-221
-13% -$35.3K 0.03% 345
2024
Q1 		$235K Buy
+1,675
New +$197K 0.04% 322
2021
Q3 		– Sell
-3,677
Closed -$247K – 255
2021
Q2 		$247K Sell
3,677
-67
-2% -$4.47K 0.05% 213
2021
Q1 		$245K Sell
3,744
-911
-20% -$55.2K 0.06% 208
2020
Q4 		$251K Buy
4,655
+874
+23% +$39.2K 0.05% 243
2020
Q3 		$117K Buy
3,781
+1,630
+76% +$53K 0.03% 199
2020
Q2 		$73K Buy
+2,151
New +$72.5K 0.02% 190

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Cooper Financial Group's GE Position: Q3 2026 in Review

Cooper Financial Group increased its GE Aerospace (GE) stake by 2% in Q3 2026, buying an estimated $36.4K and bringing the position to 5,294 shares worth $1.65M. The position accounts for 0.13% of the portfolio, ranked #121.

Cooper Financial Group first reported a position in GE in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.94M in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Cooper Financial Group held 5,294 shares of GE Aerospace worth $1.65M as of Q3 2026.
  • Cooper Financial Group bought 105 GE Aerospace shares in Q3 2026, an estimated $36.4K.
  • GE Aerospace made up 0.13% of Cooper Financial Group's portfolio in Q3 2026, its #121 holding.
  • Cooper Financial Group first reported a position in GE Aerospace in Q2 2020 and has held it in 16 quarters since.
  • Cooper Financial Group's GE Aerospace position peaked at $1.94M in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.