Evergreen Capital Management’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
$4.93M Buy
17,328
+1,363
+9% +$428K 0.11% 195
2025
Q4
$4.92M Buy
15,965
+6,728
+73% +$2.03M 0.11% 189
2025
Q3
$2.78M Buy
9,237
+1,327
+17% +$363K 0.07% 238
2025
Q2
$2.04M Buy
7,910
+305
+4% +$66.9K 0.06% 261
2025
Q1
$1.52M Buy
7,605
+580
+8% +$114K 0.05% 280
2024
Q4
$1.17M Buy
7,025
+172
+3% +$30.7K 0.04% 314
2024
Q3
$1.29M Buy
6,853
+217
+3% +$36.8K 0.04% 298
2024
Q2
$1.05M Sell
6,636
-1,517
-19% -$242K 0.04% 299
2024
Q1
$1.14M Buy
8,153
+651
+9% +$76.7K 0.04% 281
2023
Q4
$765K Sell
7,502
-501
-6% -$46.4K 0.03% 322
2023
Q3
$707K Buy
8,003
+541
+7% +$48.6K 0.03% 328
2023
Q2
$654K Buy
7,462
+465
+7% +$37.7K 0.03% 343
2023
Q1
$534K Sell
6,997
-948
-12% -$63.4K 0.02% 370
2022
Q4
$415K Sell
7,945
-251
-3% -$12.3K 0.02% 406
2022
Q3
$316K Sell
8,196
-439
-5% -$19.3K 0.02% 434
2022
Q2
$342K Sell
8,635
-434
-5% -$21K 0.02% 391
2022
Q1
$517K Buy
9,069
+580
+7% +$34.6K 0.02% 371
2021
Q4
$500K Sell
8,489
-122
-1% -$7.66K 0.02% 379
2021
Q3
$553K Sell
8,611
-328
-4% -$21.1K 0.03% 344
2021
Q2
$600K Buy
8,939
+207
+2% +$13.8K 0.03% 315
2021
Q1
$571K Buy
8,732
+821
+10% +$49.7K 0.03% 307
2020
Q4
$426K Buy
7,911
+67
+0.9% +$3K 0.02% 306
2020
Q3
$244K Sell
7,844
-53
-0.7% -$1.72K 0.02% 358
2020
Q2
$269K Sell
7,897
-2,118
-21% -$71.4K 0.02% 324
2020
Q1
$396K Sell
10,015
-3,449
-26% -$184K 0.04% 245
2019
Q4
$749K Buy
13,464
+3,345
+33% +$173K 0.06% 193
2019
Q3
$451K Sell
10,119
-4,305
-30% -$202K 0.04% 241
2019
Q2
$755K Buy
14,424
+109
+0.8% +$5.37K 0.07% 180
2019
Q1
$713K Sell
14,315
-693
-5% -$32.6K 0.07% 178
2018
Q4
$544K Buy
15,008
+28
+0.2% +$1.26K 0.06% 201
2018
Q3
$811K Sell
14,980
-2,806
-16% -$173K 0.07% 181
2018
Q2
$1.16M Buy
17,786
+1,919
+12% +$128K 0.11% 137
2018
Q1
$1.02M Sell
15,867
-625
-4% -$46.3K 0.1% 142
2017
Q4
$1.38M Sell
16,492
-17,602
-52% -$1.68M 0.14% 117
2017
Q3
$3.95M Buy
34,094
+5,191
+18% +$628K 0.46% 62
2017
Q2
$3.74M Buy
28,903
+3,733
+15% +$512K 0.6% 47
2017
Q1
$3.59M Sell
25,170
-11,624
-32% -$1.68M 0.75% 40
2016
Q4
$5.57M Buy
36,794
+453
+1% +$65.8K 1.08% 29
2016
Q3
$5.16M Sell
36,341
-337
-0.9% -$50.3K 1.02% 31
2016
Q2
$5.53M Sell
36,678
-10,871
-23% -$1.59M 1.2% 27
2016
Q1
$7.24M Sell
47,549
-409
-0.9% -$57.8K 1.66% 15
2015
Q4
$7.16M Sell
47,958
-1,046
-2% -$149K 1.71% 16
2015
Q3
$5.92M Sell
49,004
-17,384
-26% -$2.13M 1.54% 19
2015
Q2
$8.45M Sell
66,388
-23,156
-26% -$3M 2.07% 14
2015
Q1
$10.6M Sell
89,544
-2,078
-2% -$247K 2.35% 10
2014
Q4
$11.2M Sell
91,622
-662
-0.7% -$81.4K 2.21% 11
2014
Q3
$11.3M Buy
92,284
+6,485
+8% +$808K 2.2% 11
2014
Q2
$10.8M Sell
85,799
-422
-0.5% -$53.7K 2.13% 11
2014
Q1
$10.7M Sell
86,221
-1,394
-2% -$172K 2.15% 10
2013
Q4
$11.8M Sell
87,615
-21,880
-20% -$2.76M 2.13% 10
2013
Q3
$12.5M Buy
109,495
+1,536
+1% +$176K 2.01% 10
2013
Q2
$12M Buy
+107,959
New +$12M 1.83% 14

Other funds holding GE

Evergreen Capital Management's GE Position: Q1 2026 in Review

Evergreen Capital Management increased its GE Aerospace (GE) stake by 8.5% in Q1 2026, buying an estimated $428K and bringing the position to 17,328 shares worth $4.93M. The position accounts for 0.11% of the portfolio, ranked #195.

Evergreen Capital Management first reported a position in GE in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.5M in Q3 2013. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Evergreen Capital Management held 17,328 shares of GE Aerospace worth $4.93M as of Q1 2026.
  • Evergreen Capital Management bought 1,363 GE Aerospace shares in Q1 2026, an estimated $428K.
  • GE Aerospace made up 0.11% of Evergreen Capital Management's portfolio in Q1 2026, its #195 holding.
  • Evergreen Capital Management first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
  • Evergreen Capital Management's GE Aerospace position peaked at $12.5M in Q3 2013.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.