Herold Advisors’s GE Aerospace GE Stock Holding History

Herold Advisors’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	$1.3M	Buy	4,592 +1,250	+37%	+$393K	0.29%	88
2025 Q4	$1.03M	Buy	3,342 +101	+3%	+$30.4K	0.23%	106
2025 Q3	$975K	Sell	3,241 -29	-0.9%	-$7.93K	0.23%	108
2025 Q2	$842K	Buy	3,270 +475	+17%	+$104K	0.18%	127
2025 Q1	$559K	Buy	2,795 +109	+4%	+$21.4K	0.12%	173
2024 Q4	$448K	Sell	2,686 -186	-6%	-$33.2K	0.1%	193
2024 Q3	$542K	Sell	2,872 -431	-13%	-$73K	0.12%	183
2024 Q2	$525K	Sell	3,303 -456	-12%	-$72.8K	0.12%	174
2024 Q1	$527K	Buy	3,759 +152	+4%	+$17.9K	0.13%	171
2023 Q4	$367K	Buy	3,607 +171	+5%	+$15.8K	0.1%	188
2023 Q3	$303K	Sell	3,436 -440	-11%	-$39.5K	0.09%	198
2023 Q2	$340K	Sell	3,876 -315	-8%	-$25.5K	0.1%	188
2023 Q1	$320K	Sell	4,191 -1,738	-29%	-$116K	0.11%	178
2022 Q4	$310K	Buy	5,929 +380	+7%	+$18.7K	0.13%	153
2022 Q3	$214K	Buy	+5,549	New	+$244K	0.1%	174
2022 Q2	–	Sell	-4,807	Closed	-$274K	–	364
2022 Q1	$274K	Sell	4,807 -2,288	-32%	-$137K	0.1%	173
2021 Q4	$417K	Sell	7,095 -1,221	-15%	-$76.7K	0.16%	140
2021 Q3	$533K	Buy	+8,316	New	+$535K	0.21%	120

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Herold Advisors's GE Position: Q1 2026 in Review

Herold Advisors increased its GE Aerospace (GE) stake by 37% in Q1 2026, buying an estimated $393K and bringing the position to 4,592 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #88.

Herold Advisors first reported a position in GE in Q3 2021 and has held it in 18 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Herold Advisors held 4,592 shares of GE Aerospace worth $1.3M as of Q1 2026.
Herold Advisors bought 1,250 GE Aerospace shares in Q1 2026, an estimated $393K.
GE Aerospace made up 0.29% of Herold Advisors's portfolio in Q1 2026, its #88 holding.
Herold Advisors first reported a position in GE Aerospace in Q3 2021 and has held it in 18 quarters since.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.