Crown Oak Advisors’s GE Aerospace GE Stock Holding History

Crown Oak 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 Q2	$4.89M	Hold	13,073	–	–	2.28%	16
2026 Q1	$3.71M	Hold	13,073	–	–	1.86%	16
2025 Q4	$4.03M	Hold	13,073	–	–	1.91%	16
2025 Q3	$3.36M	Hold	13,073	–	–	1.59%	18
2025 Q2	$3.36M	Sell	13,073 -404	-3%	-$88.6K	1.59%	18
2025 Q1	$2.7M	Hold	13,477	–	–	1.36%	17
2024 Q4	$2.25M	Hold	13,477	–	–	1.16%	18
2024 Q3	$2.54M	Hold	13,477	–	–	1.41%	18
2024 Q2	$2.14M	Sell	13,477 -3,410	-20%	-$544K	1.21%	18
2024 Q1	$2.37M	Hold	16,887	–	–	1.3%	18
2023 Q4	$1.72M	Buy	+16,887	New	+$1.56M	1.01%	19

Other funds holding GE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Crown Oak Advisors's GE Position: Q2 2026 in Review

Crown Oak Advisors held its GE Aerospace (GE) position steady in Q2 2026 at 13,073 shares worth $4.89M. The position accounts for 2.28% of the portfolio, ranked #16.

Crown Oak Advisors first reported a position in GE in Q4 2023 and has held it in 11 quarters since. 2,080 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Crown Oak Advisors held 13,073 shares of GE Aerospace worth $4.89M as of Q2 2026.
Crown Oak Advisors left its GE Aerospace share count unchanged in Q2 2026.
GE Aerospace made up 2.28% of Crown Oak Advisors's portfolio in Q2 2026, its #16 holding.
Crown Oak Advisors first reported a position in GE Aerospace in Q4 2023 and has held it in 11 quarters since.
2,080 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.