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Davies Financial Advisors’s GE Aerospace GE Stock Holding History

Davies Financial 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
2025
Q3 		– Sell
-792
Closed -$204K – 68
2025
Q2 		$204K Buy
+792
New +$174K 0.16% 74

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Davies Financial Advisors's GE Position: Q3 2025 in Review

Davies Financial Advisors sold out of GE Aerospace (GE) in Q3 2025, closing a stake of 792 shares — an estimated $204K sold.

Davies Financial Advisors first reported a position in GE in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

  • Davies Financial Advisors reported no remaining GE Aerospace position as of Q3 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 792 GE Aerospace shares in Q3 2025, an estimated $204K.
  • Davies Financial Advisors first reported a position in GE Aerospace in Q2 2025 and held it in 1 quarter.
  • Davies Financial Advisors's GE Aerospace position peaked at $204K in Q2 2025.
  • 2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Davies Financial Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.