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 Q3	$1.72M	Buy	5,502 +344	+7%	+$119K	0.34%	77
2026 Q2	$1.92M	Buy	5,158 +566	+12%	+$177K	0.38%	72
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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Herold Advisors's GE Position: Q3 2026 in Review

Herold Advisors increased its GE Aerospace (GE) stake by 6.7% in Q3 2026, buying an estimated $119K and bringing the position to 5,502 shares worth $1.72M. The position accounts for 0.34% of the portfolio, ranked #77.

Herold Advisors first reported a position in GE in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q2 2026. 1,027 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Herold Advisors held 5,502 shares of GE Aerospace worth $1.72M as of Q3 2026.
Herold Advisors bought 344 GE Aerospace shares in Q3 2026, an estimated $119K.
GE Aerospace made up 0.34% of Herold Advisors's portfolio in Q3 2026, its #77 holding.
Herold Advisors first reported a position in GE Aerospace in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's GE Aerospace position peaked at $1.92M in Q2 2026.
1,027 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.