Houlihan Financial Resource Group’s GE Aerospace GE Stock Holding History

Houlihan Financial Resource 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	$274K	Hold	964	–	–	0.11%	100
2025 Q4	$296K	Buy	+964	New	+$290K	0.11%	94
2025 Q3	–	Sell	-1,011	Closed	-$267K	–	87
2025 Q2	$267K	Hold	1,011	–	–	0.11%	96
2025 Q1	$202K	Buy	+1,011	New	+$199K	0.09%	102
2020 Q3	$62K	Buy	+1,400	New	+$45.5K	0.04%	155

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

Houlihan Financial Resource Group's GE Position: Q1 2026 in Review

Houlihan Financial Resource Group held its GE Aerospace (GE) position steady in Q1 2026 at 964 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #100.

Houlihan Financial Resource Group first reported a position in GE in Q3 2020 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Houlihan Financial Resource Group held 964 shares of GE Aerospace worth $274K as of Q1 2026.
Houlihan Financial Resource Group left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up 0.11% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #100 holding.
Houlihan Financial Resource Group first reported a position in GE Aerospace in Q3 2020 and has held it in 5 quarters since.
Houlihan Financial Resource Group's GE Aerospace position peaked at $296K in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.