Howard Financial Services
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Howard Financial Services’s GE Aerospace GE Stock Holding History

Howard Financial Services’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 		$1.16M Buy
3,714
+305
+9% +$106K 0.12% 78
2026
Q2 		$1.27M Sell
3,409
-64
-2% -$20K 0.14% 66
2026
Q1 		$986K Sell
3,473
-850
-20% -$267K 0.11% 79
2025
Q4 		$1.33M Buy
4,323
+2,916
+207% +$878K 0.16% 59
2025
Q3 		$423K Buy
1,407
+81
+6% +$22.1K 0.05% 121
2025
Q2 		$341K Sell
1,326
-101
-7% -$22.2K 0.04% 132
2025
Q1 		$286K Sell
1,427
-123
-8% -$24.2K 0.04% 143
2024
Q4 		$259K Buy
+1,550
New +$277K 0.04% 163
2021
Q3 		– Sell
-2,097
Closed -$141K – 130
2021
Q2 		$141K Sell
2,097
-94
-4% -$6.27K 0.06% 120
2021
Q1 		$143K Sell
2,191
-4,099
-65% -$248K 0.06% 117
2020
Q4 		$339K Sell
6,290
-139
-2% -$6.23K 0.18% 66
2020
Q3 		$200K Buy
6,429
+203
+3% +$6.6K 0.13% 88
2020
Q2 		$212K Buy
6,226
+3,213
+107% +$108K 0.15% 80
2020
Q1 		$119K Sell
3,013
-316
-9% -$16.8K 0.11% 73
2019
Q4 		$185K Buy
3,329
+141
+4% +$7.28K 0.11% 94
2019
Q3 		$142K Sell
3,188
-291
-8% -$13.7K 0.09% 90
2019
Q2 		$182K Buy
3,479
+3
+0.1% +$148 0.12% 85
2019
Q1 		$173K Sell
3,476
-1,104
-24% -$52K 0.12% 89
2018
Q4 		$166K Buy
+4,580
New +$207K 0.13% 82

Other funds holding GE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Financial Services's GE Position: Q3 2026 in Review

Howard Financial Services increased its GE Aerospace (GE) stake by 8.9% in Q3 2026, buying an estimated $106K and bringing the position to 3,714 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #78.

Howard Financial Services first reported a position in GE in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.33M in Q4 2025. 1,997 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Howard Financial Services held 3,714 shares of GE Aerospace worth $1.16M as of Q3 2026.
  • Howard Financial Services bought 305 GE Aerospace shares in Q3 2026, an estimated $106K.
  • GE Aerospace made up 0.12% of Howard Financial Services's portfolio in Q3 2026, its #78 holding.
  • Howard Financial Services first reported a position in GE Aerospace in Q4 2018 and has held it in 19 quarters since.
  • Howard Financial Services's GE Aerospace position peaked at $1.33M in Q4 2025.
  • 1,997 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.