Gladstone Institutional Advisory’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
$6.09M Buy
16,286
+173
+1% +$54.2K 0.19% 108
2026
Q1
$4.57M Sell
16,113
-2,428
-13% -$763K 0.17% 137
2025
Q4
$5.71M Sell
18,541
-5,084
-22% -$1.53M 0.22% 101
2025
Q3
$7.11M Buy
23,625
+4,436
+23% +$1.21M 0.27% 84
2025
Q2
$4.94M Buy
19,189
+2,485
+15% +$545K 0.2% 116
2025
Q1
$3.34M Buy
16,704
+2,289
+16% +$450K 0.16% 155
2024
Q4
$2.4M Sell
14,415
-1,733
-11% -$309K 0.11% 195
2024
Q3
$3.05M Buy
16,148
+6,038
+60% +$1.02M 0.15% 168
2024
Q2
$1.61M Sell
10,110
-1,707
-14% -$273K 0.08% 245
2024
Q1
$1.66M Buy
11,817
+417
+4% +$49.1K 0.09% 236
2023
Q4
$1.16M Sell
11,400
-339
-3% -$31.4K 0.07% 273
2023
Q3
$1.04M Buy
11,739
+244
+2% +$21.9K 0.07% 262
2023
Q2
$1.01M Sell
11,495
-2,660
-19% -$215K 0.06% 276
2023
Q1
$1.08M Buy
14,155
+8,974
+173% +$600K 0.07% 271
2022
Q4
$270K Sell
5,181
-442
-8% -$21.7K 0.02% 527
2022
Q3
$217K Sell
5,623
-998
-15% -$43.9K 0.02% 566
2022
Q2
$263K Sell
6,621
-1,152
-15% -$55.8K 0.02% 539
2022
Q1
$443K Buy
7,773
+168
+2% +$10K 0.03% 456
2021
Q4
$448K Buy
7,605
+1,345
+21% +$84.5K 0.03% 402
2021
Q3
$402K Sell
6,260
-9,773
-61% -$628K 0.04% 377
2021
Q2
$8.61M Sell
16,033
-3,147
-16% -$210K 1.02% 16
2021
Q1
$1.25M Buy
19,180
+13,386
+231% +$811K 0.2% 116
2020
Q4
$312K Buy
5,794
+1,051
+22% +$47.1K 0.06% 222
2020
Q3
$147K Sell
4,743
-305
-6% -$9.91K 0.04% 256
2020
Q2
$172K Sell
5,048
-709
-12% -$23.9K 0.04% 225
2020
Q1
$228K Sell
5,757
-82
-1% -$4.37K 0.06% 230
2019
Q4
$325K Buy
5,839
+234
+4% +$12.1K 0.08% 184
2019
Q3
$250K Buy
5,605
+2,692
+92% +$127K 0.06% 235
2019
Q2
$152K Buy
2,913
+428
+17% +$21.1K 0.05% 261
2019
Q1
$124K Buy
2,485
+23
+0.9% +$1.08K 0.05% 206
2018
Q4
$89K Buy
+2,462
New +$111K 0.05% 166

Other funds holding GE

Gladstone Institutional Advisory's GE Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its GE Aerospace (GE) stake by 1.1% in Q2 2026, buying an estimated $54.2K and bringing the position to 16,286 shares worth $6.09M. The position accounts for 0.19% of the portfolio, ranked #108.

Gladstone Institutional Advisory first reported a position in GE in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.61M in Q2 2021. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Gladstone Institutional Advisory held 16,286 shares of GE Aerospace worth $6.09M as of Q2 2026.
  • Gladstone Institutional Advisory bought 173 GE Aerospace shares in Q2 2026, an estimated $54.2K.
  • GE Aerospace made up 0.19% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #108 holding.
  • Gladstone Institutional Advisory first reported a position in GE Aerospace in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's GE Aerospace position peaked at $8.61M in Q2 2021.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.