Evergreen Capital Management’s GE Aerospace GE Stock Holding History

Evergreen Capital Management’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
2021 Q1	–	Sell	-201	Closed	-$11K	–	515
2020 Q4	$11K	Hold	201	–	–	﹤0.01%	450
2020 Q3	$6K	Hold	201	–	–	﹤0.01%	425
2020 Q2	$7K	Hold	201	–	–	﹤0.01%	397
2020 Q1	$8K	Hold	201	–	–	﹤0.01%	370
2019 Q4	$11K	Hold	201	–	–	﹤0.01%	477
2019 Q3	$9K	Hold	201	–	–	﹤0.01%	420
2019 Q2	$11K	Buy	+201	New	+$9.89K	﹤0.01%	441

Other funds holding GE

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Evergreen Capital Management's GE Position: Q2 2026 in Review

Evergreen Capital Management reduced its GE Aerospace (GE) stake by 6.3% in Q2 2026, selling an estimated $342K and leaving 16,237 shares worth $6.07M. The position accounts for 0.11% of the portfolio, ranked #179.

Evergreen Capital Management first reported a position in GE in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.5M in Q3 2013. 1,178 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Evergreen Capital Management held 16,237 shares of GE Aerospace worth $6.07M as of Q2 2026.
Evergreen Capital Management sold 1,091 GE Aerospace shares in Q2 2026, an estimated $342K.
GE Aerospace made up 0.11% of Evergreen Capital Management's portfolio in Q2 2026, its #179 holding.
Evergreen Capital Management first reported a position in GE Aerospace in Q2 2013 and has held it in 53 quarters since.
Evergreen Capital Management's GE Aerospace position peaked at $12.5M in Q3 2013.
1,178 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.