HWG Holdings’s GE Aerospace GE Stock Holding History

HWG Holdings’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	$4.88M	Buy	15,640 +5,531	+55%	+$1.92M	1.13%	22
2026 Q2	$3.78M	Buy	10,109 +1,845	+22%	+$578K	0.85%	27
2026 Q1	$2.35M	Buy	+8,264	New	+$2.6M	0.61%	32
2025 Q2	–	Sell	-254	Closed	-$50.8K	–	80
2025 Q1	$50.8K	Sell	254 -5,511	-96%	-$1.08M	0.02%	73
2024 Q4	$962K	Sell	5,765 -3,581	-38%	-$639K	0.31%	34
2024 Q3	$1.76M	Buy	9,346 +9,297	+18,973%	+$1.58M	0.61%	35
2024 Q2	$7.82K	Buy	+49	New	+$7.82K	﹤0.01%	89
2023 Q4	$3.06K	Hold	30	–	–	﹤0.01%	110
2023 Q3	$2.65K	Hold	30	–	–	﹤0.01%	121
2023 Q2	$2.64K	Hold	30	–	–	﹤0.01%	126
2023 Q1	$2.29K	Sell	30 -37	-55%	-$2.48K	﹤0.01%	94
2022 Q4	$4K	Buy	+67	New	+$3.29K	﹤0.01%	90
2017 Q4	–	Sell	-94	Closed	-$11K	–	102
2017 Q3	$11K	Sell	94 -60	-39%	-$7.25K	0.01%	77
2017 Q2	$20K	Buy	+154	New	+$21.1K	0.01%	57
2016 Q1	–	Sell	-27,391	Closed	-$4.09M	–	37
2015 Q4	$4.09M	Buy	+27,391	New	+$3.89M	4.16%	12
2014 Q1	–	Sell	-23,691	Closed	-$3.18M	–	44
2013 Q4	$3.18M	Buy	+23,691	New	+$2.98M	2.05%	12

Other funds holding GE

DLA

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

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

HWG Holdings's GE Position: Q3 2026 in Review

HWG Holdings increased its GE Aerospace (GE) stake by 55% in Q3 2026, buying an estimated $1.92M and bringing the position to 15,640 shares worth $4.88M. The position accounts for 1.13% of the portfolio, ranked #22.

HWG Holdings first reported a position in GE in Q4 2013 and has held it in 16 quarters since. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

HWG Holdings held 15,640 shares of GE Aerospace worth $4.88M as of Q3 2026.
HWG Holdings bought 5,531 GE Aerospace shares in Q3 2026, an estimated $1.92M.
GE Aerospace made up 1.13% of HWG Holdings's portfolio in Q3 2026, its #22 holding.
HWG Holdings first reported a position in GE Aerospace in Q4 2013 and has held it in 16 quarters since.
173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on HWG Holdings's 13F filing for Q3 2026, filed 8 Oct 2026.