Dougherty & Associates’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
Q2
$2.92M Buy
7,810
+84
+1% +$26.3K 2.34% 12
2026
Q1
$2.19M Sell
7,726
-371
-5% -$117K 2.01% 18
2025
Q4
$2.49M Buy
+8,097
New +$2.44M 2.23% 11

Other funds holding GE

Dougherty & Associates's GE Position: Q2 2026 in Review

Dougherty & Associates increased its GE Aerospace (GE) stake by 1.1% in Q2 2026, buying an estimated $26.3K and bringing the position to 7,810 shares worth $2.92M. The position accounts for 2.34% of the portfolio, ranked #12.

Dougherty & Associates first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 3,439 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Dougherty & Associates held 7,810 shares of GE Aerospace worth $2.92M as of Q2 2026.
  • Dougherty & Associates bought 84 GE Aerospace shares in Q2 2026, an estimated $26.3K.
  • GE Aerospace made up 2.34% of Dougherty & Associates's portfolio in Q2 2026, its #12 holding.
  • Dougherty & Associates first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
  • 3,439 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.