Ironwood Investment Management’s GE Aerospace GE Stock Holding History

Ironwood Investment Management’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	$716K	Sell	2,523 -3	-0.1%	-$943	0.3%	96
2025 Q4	$778K	Hold	2,526	–	–	0.33%	91
2025 Q3	$760K	Hold	2,526	–	–	0.33%	90
2025 Q2	$650K	Sell	2,526 -81	-3%	-$17.8K	0.32%	91
2025 Q1	$522K	Hold	2,607	–	–	0.28%	94
2024 Q4	$435K	Hold	2,607	–	–	0.22%	108
2024 Q3	$492K	Sell	2,607 -49	-2%	-$8.3K	0.24%	107
2024 Q2	$422K	Sell	2,656 -672	-20%	-$107K	0.23%	111
2024 Q1	$466K	Sell	3,328 -153	-4%	-$18K	0.23%	108
2023 Q4	$355K	Hold	3,481	–	–	0.19%	120
2023 Q3	$307K	Hold	3,481	–	–	0.19%	122
2023 Q2	$305K	Hold	3,481	–	–	0.18%	123
2023 Q1	$266K	Sell	3,481 -978	-22%	-$65.4K	0.17%	131
2022 Q4	$233K	Sell	4,459 -977	-18%	-$48K	0.15%	134
2022 Q3	$210K	Hold	5,436	–	–	0.15%	142
2022 Q2	$216K	Hold	5,436	–	–	0.14%	142
2022 Q1	$310K	Sell	5,436 -29	-0.5%	-$1.73K	0.17%	139
2021 Q4	$322K	Hold	5,465	–	–	0.16%	140
2021 Q3	$351K	Sell	5,465 -91	-2%	-$5.85K	0.18%	132
2021 Q2	$373K	Sell	5,556 -2,809	-34%	-$187K	0.19%	136
2021 Q1	$547K	Sell	8,365 -83	-1%	-$5.03K	0.29%	114
2020 Q4	$455K	Sell	8,448 -187	-2%	-$8.38K	0.27%	119
2020 Q3	$268K	Sell	8,635 -4,515	-34%	-$147K	0.19%	131
2020 Q2	$448K	Sell	13,150 -443	-3%	-$14.9K	0.35%	105
2020 Q1	$538K	Sell	13,593 -3,145	-19%	-$168K	0.54%	69
2019 Q4	$931K	Sell	16,738 -5	-0%	-$258	0.64%	47
2019 Q3	$746K	Sell	16,743 -10	-0.1%	-$470	0.56%	64
2019 Q2	$877K	Hold	16,753	–	–	0.69%	51
2019 Q1	$834K	Sell	16,753 -670	-4%	-$31.5K	0.68%	49
2018 Q4	$632K	Buy	17,423 +10,814	+164%	+$488K	0.58%	63
2018 Q3	$358K	Sell	6,609 -17	-0.3%	-$1.05K	0.25%	128
2018 Q2	$432K	Sell	6,626 -10	-0.2%	-$667	0.31%	115
2018 Q1	$429K	Hold	6,636	–	–	0.31%	116
2017 Q4	$555K	Hold	6,636	–	–	0.4%	94
2017 Q3	$769K	Hold	6,636	–	–	0.54%	69
2017 Q2	$859K	Sell	6,636 -27	-0.4%	-$3.7K	0.62%	57
2017 Q1	$952K	Hold	6,663	–	–	0.71%	44
2016 Q4	$1.01M	Sell	6,663 -10	-0.1%	-$1.45K	0.74%	46
2016 Q3	$947K	Sell	6,673 -32	-0.5%	-$4.77K	0.73%	52
2016 Q2	$1.01M	Buy	6,705 +5	+0.1%	+$729	0.76%	53
2016 Q1	$1.02M	Sell	6,700 -104	-2%	-$14.7K	0.67%	63
2015 Q4	$1.02M	Sell	6,804 -52	-0.8%	-$7.39K	0.42%	86
2015 Q3	$829K	Sell	6,856 -7	-0.1%	-$858	0.3%	96
2015 Q2	$874K	Sell	6,863 -115	-2%	-$14.9K	0.2%	100
2015 Q1	$830K	Buy	6,978 +362	+5%	+$43.1K	0.15%	113
2014 Q4	$801K	Sell	6,616 -353	-5%	-$43.4K	0.15%	114
2014 Q3	$856K	Buy	6,969 +338	+5%	+$42.1K	0.15%	113
2014 Q2	$835K	Buy	6,631 +29	+0.4%	+$3.69K	0.13%	117
2014 Q1	$819K	Buy	6,602 +249	+4%	+$30.8K	0.12%	109
2013 Q4	$853K	Sell	6,353 -34	-0.5%	-$4.28K	0.12%	105
2013 Q3	$731K	Buy	6,387 +187	+3%	+$21.4K	0.11%	111
2013 Q2	$689K	Buy	+6,200	New	+$686K	0.12%	108

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

Ironwood Investment Management's GE Position: Q1 2026 in Review

Ironwood Investment Management reduced its GE Aerospace (GE) stake by 0.12% in Q1 2026, selling an estimated $943 and leaving 2,523 shares worth $716K. The position accounts for 0.3% of the portfolio, ranked #96.

Ironwood Investment Management first reported a position in GE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.02M in Q1 2016. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Ironwood Investment Management held 2,523 shares of GE Aerospace worth $716K as of Q1 2026.
Ironwood Investment Management sold 3 GE Aerospace shares in Q1 2026, an estimated $943.
GE Aerospace made up 0.3% of Ironwood Investment Management's portfolio in Q1 2026, its #96 holding.
Ironwood Investment Management first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
Ironwood Investment Management's GE Aerospace position peaked at $1.02M in Q1 2016.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.