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Fortress Financial Group’s GE Aerospace GE Stock Holding History

Fortress Financial Group’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
Q1 		$331K Sell
1,165
-1,284
-52% -$404K 0.24% 57
2025
Q4 		$754K Buy
2,449
+3
+0.1% +$903 0.56% 32
2025
Q3 		$736K Buy
2,446
+4
+0.2% +$1.09K 0.56% 32
2025
Q2 		$629K Buy
2,442
+4
+0.2% +$878 0.53% 32
2025
Q1 		$488K Buy
2,438
+4
+0.2% +$787 0.49% 38
2024
Q4 		$406K Buy
+2,434
New +$434K 0.4% 43

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fortress Financial Group's GE Position: Q1 2026 in Review

Fortress Financial Group reduced its GE Aerospace (GE) stake by 52% in Q1 2026, selling an estimated $404K and leaving 1,165 shares worth $331K. The position accounts for 0.24% of the portfolio, ranked #57.

Fortress Financial Group first reported a position in GE in Q4 2024 and has held it in 6 quarters since. The position peaked at $754K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Fortress Financial Group held 1,165 shares of GE Aerospace worth $331K as of Q1 2026.
  • Fortress Financial Group sold 1,284 GE Aerospace shares in Q1 2026, an estimated $404K.
  • GE Aerospace made up 0.24% of Fortress Financial Group's portfolio in Q1 2026, its #57 holding.
  • Fortress Financial Group first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
  • Fortress Financial Group's GE Aerospace position peaked at $754K in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.