D.L. Carlson 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 | $6.19M | Buy |
21,815
+4,172
| +24% | +$1.31M | 1.06% | 24 |
|
|
2025
Q4 | $5.43M | Sell |
17,643
-173
| -1% | -$52.1K | 0.92% | 27 |
|
|
2025
Q3 | $5.36M | Buy |
17,816
+1,278
| +8% | +$349K | 0.9% | 27 |
|
|
2025
Q2 | $4.26M | Sell |
16,538
-9,235
| -36% | -$2.03M | 0.78% | 35 |
|
|
2025
Q1 | $5.16M | Sell |
25,773
-1,564
| -6% | -$308K | 0.99% | 24 |
|
|
2024
Q4 | $4.56M | Sell |
27,337
-894
| -3% | -$160K | 0.81% | 29 |
|
|
2024
Q3 | $5.32M | Sell |
28,231
-24
| -0.1% | -$4.07K | 0.96% | 24 |
|
|
2024
Q2 | $4.49M | Sell |
28,255
-15,963
| -36% | -$2.55M | 0.87% | 27 |
|
|
2024
Q1 | $6.19M | Sell |
44,218
-1,073
| -2% | -$126K | 1.21% | 19 |
|
|
2023
Q4 | $5.36M | Sell |
45,291
-13,587
| -23% | -$1.26M | 1.09% | 24 |
|
|
2023
Q3 | $5.19M | Buy |
58,878
+398
| +0.7% | +$35.8K | 1.05% | 28 |
|
|
2023
Q2 | $5.13M | Buy |
58,480
+14,909
| +34% | +$1.21M | 0.98% | 31 |
|
|
2023
Q1 | $3.32M | Buy |
+43,571
| New | +$2.91M | 0.75% | 43 |
|
|
2018
Q4 | – | Sell |
-78,864
| Closed | -$4.27M | – | 146 |
|
|
2018
Q3 | $4.27M | Sell |
78,864
-1,240
| -2% | -$76.4K | 1.2% | 31 |
|
|
2018
Q2 | $5.22M | Buy |
+80,104
| New | +$5.34M | 1.6% | 14 |
|
|
2018
Q1 | – | Sell |
-4,576
| Closed | -$383K | – | 132 |
|
|
2017
Q4 | $383K | Sell |
4,576
-5,234
| -53% | -$500K | 0.11% | 112 |
|
|
2017
Q3 | $1.14M | Sell |
9,810
-5,110
| -34% | -$618K | 0.35% | 81 |
|
|
2017
Q2 | $1.93M | Buy |
14,920
+3,480
| +30% | +$477K | 0.57% | 71 |
|
|
2017
Q1 | $1.63M | Sell |
11,440
-15,876
| -58% | -$2.3M | 0.55% | 74 |
|
|
2016
Q4 | $4.14M | Buy |
27,316
+143
| +0.5% | +$20.8K | 1.41% | 15 |
|
|
2016
Q3 | $3.86M | Buy |
27,173
+352
| +1% | +$52.5K | 1.34% | 23 |
|
|
2016
Q2 | $4.05M | Sell |
26,821
-6,302
| -19% | -$919K | 1.44% | 19 |
|
|
2016
Q1 | $5.05M | Buy |
33,123
+12,771
| +63% | +$1.8M | 1.88% | 7 |
|
|
2015
Q4 | $3.04M | Buy |
20,352
+13,242
| +186% | +$1.88M | 1.13% | 34 |
|
|
2015
Q3 | $859K | Sell |
7,110
-139
| -2% | -$17K | 0.35% | 87 |
|
|
2015
Q2 | $923K | Buy |
7,249
+599
| +9% | +$77.7K | 0.33% | 91 |
|
|
2015
Q1 | $791K | Sell |
6,650
-29,763
| -82% | -$3.54M | 0.28% | 101 |
|
|
2014
Q4 | $4.41M | Sell |
36,413
-167
| -0.5% | -$20.5K | 1.59% | 10 |
|
|
2014
Q3 | $4.49M | Sell |
36,580
-5,573
| -13% | -$694K | 1.68% | 11 |
|
|
2014
Q2 | $5.31M | Buy |
42,153
+270
| +0.6% | +$34.3K | 1.93% | 6 |
|
|
2014
Q1 | $5.2M | Sell |
41,883
-1,790
| -4% | -$221K | 1.95% | 6 |
|
|
2013
Q4 | $5.87M | Buy |
43,673
+33,810
| +343% | +$4.26M | 2.14% | 5 |
|
|
2013
Q3 | $1.13M | Buy |
9,863
+63
| +0.6% | +$7.22K | 0.43% | 75 |
|
|
2013
Q2 | $1.09M | Buy |
+9,800
| New | +$1.09M | 0.44% | 72 |
|
Other funds holding GE
VCM
VPM
D.L. Carlson Investment Group's GE Position: Q1 2026 in Review
D.L. Carlson Investment Group increased its GE Aerospace (GE) stake by 24% in Q1 2026, buying an estimated $1.31M and bringing the position to 21,815 shares worth $6.19M. The position accounts for 1.06% of the portfolio, ranked #24.
D.L. Carlson Investment Group first reported a position in GE in Q2 2013 and has held it in 34 quarters since. The position peaked at $6.19M in Q1 2024. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- D.L. Carlson Investment Group held 21,815 shares of GE Aerospace worth $6.19M as of Q1 2026.
- D.L. Carlson Investment Group bought 4,172 GE Aerospace shares in Q1 2026, an estimated $1.31M.
- GE Aerospace made up 1.06% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #24 holding.
- D.L. Carlson Investment Group first reported a position in GE Aerospace in Q2 2013 and has held it in 34 quarters since.
- D.L. Carlson Investment Group's GE Aerospace position peaked at $6.19M in Q1 2024.
- 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.