Disciplined Investments’s GE Aerospace GE Stock Holding History

Disciplined Investments’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	$495K	Buy	1,325 +13	+1%	+$4.07K	0.16%	91
2026 Q1	$372K	Buy	1,312 +6	+0.5%	+$1.89K	0.13%	98
2025 Q4	$402K	Sell	1,306 -5	-0.4%	-$1.51K	0.15%	93
2025 Q3	$394K	Hold	1,311	–	–	0.16%	94
2025 Q2	$337K	Sell	1,311 -5	-0.4%	-$1.1K	0.14%	95
2025 Q1	$263K	Buy	1,316 +111	+9%	+$21.8K	0.12%	112
2024 Q4	$201K	Buy	+1,205	New	+$215K	0.1%	120
2024 Q3	–	Sell	-1,399	Closed	-$222K	–	120
2024 Q2	$222K	Buy	+1,399	New	+$223K	0.12%	117
2023 Q3	–	Sell	-1,238	Closed	-$109K	–	661
2023 Q2	$109K	Sell	1,238 -440	-26%	-$35.6K	0.06%	142
2023 Q1	$128K	Buy	1,678 +1,193	+246%	+$79.8K	0.05%	148
2022 Q4	$25.3K	Sell	485 -1,589	-77%	-$78.1K	0.01%	269
2022 Q3	$80K	Buy	2,074 +63	+3%	+$2.77K	0.04%	176
2022 Q2	$80K	Buy	2,011 +443	+28%	+$21.5K	0.04%	179
2022 Q1	$89K	Buy	1,568 +64	+4%	+$3.82K	0.04%	180
2021 Q4	$89K	Hold	1,504	–	–	0.04%	162
2021 Q3	$97K	Sell	1,504 -1	-0.1%	-$64	0.05%	151
2021 Q2	$101K	Hold	1,505	–	–	0.05%	146
2021 Q1	$98K	Buy	+1,505	New	+$91.2K	0.06%	133
2020 Q4	–	Sell	-80	Closed	-$3.58K	–	346
2020 Q3	$2K	Hold	80	–	–	﹤0.01%	345
2020 Q2	$3K	Sell	80 -4	-5%	-$135	﹤0.01%	337
2020 Q1	$3K	Sell	84 -49	-37%	-$2.61K	﹤0.01%	348
2019 Q4	$7K	Buy	+133	New	+$6.87K	0.01%	308

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Disciplined Investments's GE Position: Q2 2026 in Review

Disciplined Investments increased its GE Aerospace (GE) stake by 0.99% in Q2 2026, buying an estimated $4.07K and bringing the position to 1,325 shares worth $495K. The position accounts for 0.16% of the portfolio, ranked #91.

Disciplined Investments first reported a position in GE in Q4 2019 and has held it in 22 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Disciplined Investments held 1,325 shares of GE Aerospace worth $495K as of Q2 2026.
Disciplined Investments bought 13 GE Aerospace shares in Q2 2026, an estimated $4.07K.
GE Aerospace made up 0.16% of Disciplined Investments's portfolio in Q2 2026, its #91 holding.
Disciplined Investments first reported a position in GE Aerospace in Q4 2019 and has held it in 22 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.