Goelzer Investment 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
Q2 | $462K | Buy |
1,237
+209
| +20% | +$65.4K | 0.02% | 239 |
|
|
2026
Q1 | $292K | Sell |
1,028
-15
| -1% | -$4.71K | 0.01% | 266 |
|
|
2025
Q4 | $321K | Buy |
1,043
+176
| +20% | +$53K | 0.01% | 243 |
|
|
2025
Q3 | $261K | Buy |
+867
| New | +$237K | 0.01% | 231 |
|
|
2020
Q4 | – | Sell |
-8,554
| Closed | -$266K | – | 217 |
|
|
2020
Q3 | $266K | Buy |
8,554
+101
| +1% | +$3.28K | 0.02% | 227 |
|
|
2020
Q2 | $288K | Buy |
8,453
+200
| +2% | +$6.74K | 0.03% | 213 |
|
|
2020
Q1 | $327K | Buy |
8,253
+201
| +2% | +$10.7K | 0.04% | 208 |
|
|
2019
Q4 | $448K | Sell |
8,052
-768
| -9% | -$39.7K | 0.04% | 202 |
|
|
2019
Q3 | $393K | Buy |
8,820
+162
| +2% | +$7.61K | 0.04% | 205 |
|
|
2019
Q2 | $453K | Buy |
8,658
+127
| +1% | +$6.25K | 0.04% | 203 |
|
|
2019
Q1 | $425K | Buy |
8,531
+5,893
| +223% | +$277K | 0.04% | 220 |
|
|
2018
Q4 | $96K | Sell |
2,638
-28,987
| -92% | -$1.31M | 0.01% | 195 |
|
|
2018
Q3 | $1.71M | Sell |
31,625
-825
| -3% | -$50.9K | 0.19% | 143 |
|
|
2018
Q2 | $2.12M | Sell |
32,450
-955
| -3% | -$63.7K | 0.25% | 134 |
|
|
2018
Q1 | $2.16M | Sell |
33,405
-1,851
| -5% | -$137K | 0.26% | 130 |
|
|
2017
Q4 | $2.95M | Buy |
35,256
+8,685
| +33% | +$829K | 0.33% | 108 |
|
|
2017
Q3 | $3.08M | Buy |
26,571
+20,134
| +313% | +$2.43M | 0.36% | 104 |
|
|
2017
Q2 | $833K | Sell |
6,437
-31
| -0.5% | -$4.25K | 0.1% | 146 |
|
|
2017
Q1 | $924K | Sell |
6,468
-581
| -8% | -$84.1K | 0.12% | 145 |
|
|
2016
Q4 | $1.07M | Buy |
7,049
+52
| +0.7% | +$7.55K | 0.14% | 146 |
|
|
2016
Q3 | $993K | Sell |
6,997
-64
| -0.9% | -$9.55K | 0.13% | 149 |
|
|
2016
Q2 | $1.06M | Sell |
7,061
-873
| -11% | -$127K | 0.15% | 148 |
|
|
2016
Q1 | $1.21M | Sell |
7,934
-211
| -3% | -$29.8K | 0.17% | 147 |
|
|
2015
Q4 | $1.22M | Buy |
8,145
+156
| +2% | +$22.2K | 0.18% | 149 |
|
|
2015
Q3 | $966K | Sell |
7,989
-309
| -4% | -$37.9K | 0.15% | 149 |
|
|
2015
Q2 | $1.06M | Sell |
8,298
-27,156
| -77% | -$3.52M | 0.16% | 145 |
|
|
2015
Q1 | $4.21M | Sell |
35,454
-3,958
| -10% | -$471K | 0.64% | 66 |
|
|
2014
Q4 | $4.77M | Sell |
39,412
-13,648
| -26% | -$1.68M | 0.72% | 50 |
|
|
2014
Q3 | $6.51M | Sell |
53,060
-555
| -1% | -$69.2K | 1.08% | 22 |
|
|
2014
Q2 | $6.75M | Buy |
53,615
+864
| +2% | +$110K | 1.12% | 17 |
|
|
2014
Q1 | $6.54M | Buy |
52,751
+457
| +0.9% | +$56.5K | 1.17% | 14 |
|
|
2013
Q4 | $7.03M | Sell |
52,294
-28
| -0.1% | -$3.53K | 1.27% | 10 |
|
|
2013
Q3 | $5.99M | Buy |
52,322
+3,559
| +7% | +$408K | 1.22% | 13 |
|
|
2013
Q2 | $5.42M | Buy |
+48,763
| New | +$5.4M | 0.58% | 83 |
|
Other funds holding GE
DLA
MIF
CNB
II
VF
Goelzer Investment Management's GE Position: Q2 2026 in Review
Goelzer Investment Management increased its GE Aerospace (GE) stake by 20% in Q2 2026, buying an estimated $65.4K and bringing the position to 1,237 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #239.
Goelzer Investment Management first reported a position in GE in Q2 2013 and has held it in 34 quarters since. The position peaked at $7.03M in Q4 2013. 1,131 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- Goelzer Investment Management held 1,237 shares of GE Aerospace worth $462K as of Q2 2026.
- Goelzer Investment Management bought 209 GE Aerospace shares in Q2 2026, an estimated $65.4K.
- GE Aerospace made up 0.02% of Goelzer Investment Management's portfolio in Q2 2026, its #239 holding.
- Goelzer Investment Management first reported a position in GE Aerospace in Q2 2013 and has held it in 34 quarters since.
- Goelzer Investment Management's GE Aerospace position peaked at $7.03M in Q4 2013.
- 1,131 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.