Excalibur 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
$971K Sell
3,420
-81
-2% -$25.5K 0.35% 77
2025
Q4
$1.08M Sell
3,501
-136
-4% -$41K 0.39% 69
2025
Q3
$1.09M Sell
3,637
-29
-0.8% -$7.93K 0.4% 68
2025
Q2
$944K Hold
3,666
0.35% 75
2025
Q1
$734K Sell
3,666
-12
-0.3% -$2.36K 0.29% 84
2024
Q4
$613K Buy
3,678
+183
+5% +$32.7K 0.24% 93
2024
Q3
$659K Hold
3,495
0.25% 91
2024
Q2
$556K Sell
3,495
-977
-22% -$156K 0.23% 90
2024
Q1
$626K Buy
4,472
+147
+3% +$17.3K 0.27% 87
2023
Q4
$441K Sell
4,325
-68
-2% -$6.3K 0.21% 100
2023
Q3
$388K Buy
4,393
+5
+0.1% +$449 0.2% 103
2023
Q2
$385K Hold
4,388
0.2% 102
2023
Q1
$335K Sell
4,388
-1,233
-22% -$82.5K 0.17% 116
2022
Q4
$293K Sell
5,621
-185
-3% -$9.09K 0.15% 120
2022
Q3
$224K Sell
5,806
-56
-1% -$2.46K 0.13% 132
2022
Q2
$233K Hold
5,862
0.12% 131
2022
Q1
$334K Sell
5,862
-218
-4% -$13K 0.14% 118
2021
Q4
$358K Sell
6,080
-29
-0.5% -$1.82K 0.14% 119
2021
Q3
$392K Sell
6,109
-14
-0.2% -$900 0.17% 113
2021
Q2
$411K Buy
6,123
+935
+18% +$62.4K 0.19% 109
2021
Q1
$340K Sell
5,188
-21
-0.4% -$1.27K 0.17% 111
2020
Q4
$280K Sell
5,209
-10
-0.2% -$448 0.15% 116
2020
Q3
$162K Sell
5,219
-10
-0.2% -$325 0.1% 126
2020
Q2
$178K Buy
5,229
+20
+0.4% +$674 0.12% 112
2020
Q1
$206K Sell
5,209
-58
-1% -$3.09K 0.16% 103
2019
Q4
$293K Buy
5,267
+2,087
+66% +$108K 0.19% 84
2019
Q3
$142K Sell
3,180
-40
-1% -$1.88K 0.13% 64
2019
Q2
$169K Sell
3,220
-20
-0.6% -$985 0.16% 60
2019
Q1
$161K Sell
3,240
-249
-7% -$11.7K 0.15% 60
2018
Q4
$127K Sell
3,489
-2,258
-39% -$102K 0.13% 58
2018
Q3
$311K Sell
5,747
-11,806
-67% -$728K 0.27% 53
2018
Q2
$1.15M Sell
17,553
-3,243
-16% -$216K 0.91% 30
2018
Q1
$1.34M Sell
20,796
-6,109
-23% -$453K 1.09% 28
2017
Q4
$2.25M Sell
26,905
-11,821
-31% -$1.13M 1.89% 15
2017
Q3
$4.49M Buy
38,726
+627
+2% +$75.8K 3.81% 9
2017
Q2
$4.93M Sell
38,099
-515
-1% -$70.6K 4.42% 7
2017
Q1
$5.51M Sell
38,614
-1,262
-3% -$183K 4.91% 7
2016
Q4
$6.04M Buy
39,876
+800
+2% +$116K 5.5% 5
2016
Q3
$5.55M Sell
39,076
-83
-0.2% -$12.4K 5.26% 6
2016
Q2
$5.91M Buy
39,159
+1,179
+3% +$172K 5.08% 6
2016
Q1
$5.79M Buy
37,980
+2,444
+7% +$345K 5.18% 5
2015
Q4
$5.3M Sell
35,536
-3,441
-9% -$489K 4.93% 6
2015
Q3
$4.71M Sell
38,977
-2,562
-6% -$314K 4.71% 6
2015
Q2
$5.29M Sell
41,539
-4,735
-10% -$614K 4.95% 6
2015
Q1
$5.5M Buy
46,274
+1,246
+3% +$148K 5.32% 6
2014
Q4
$5.45M Buy
45,028
+5,436
+14% +$668K 5.5% 6
2014
Q3
$4.86M Buy
39,592
+587
+2% +$73.1K 5% 7
2014
Q2
$4.91M Sell
39,005
-42
-0.1% -$5.34K 5.13% 7
2014
Q1
$4.84M Buy
39,047
+420
+1% +$51.9K 5.31% 7
2013
Q4
$5.19M Buy
38,627
+407
+1% +$51.3K 5.66% 6
2013
Q3
$4.38M Buy
38,220
+1,257
+3% +$144K 5.14% 7
2013
Q2
$4.11M Buy
+36,963
New +$4.09M 5.1% 7

Other funds holding GE

Excalibur Management's GE Position: Q1 2026 in Review

Excalibur Management reduced its GE Aerospace (GE) stake by 2.3% in Q1 2026, selling an estimated $25.5K and leaving 3,420 shares worth $971K. The position accounts for 0.35% of the portfolio, ranked #77.

Excalibur Management first reported a position in GE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.04M in Q4 2016. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Excalibur Management held 3,420 shares of GE Aerospace worth $971K as of Q1 2026.
  • Excalibur Management sold 81 GE Aerospace shares in Q1 2026, an estimated $25.5K.
  • GE Aerospace made up 0.35% of Excalibur Management's portfolio in Q1 2026, its #77 holding.
  • Excalibur Management first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
  • Excalibur Management's GE Aerospace position peaked at $6.04M in Q4 2016.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.