J.W. Burns & Co’s GE Aerospace GE Stock Holding History

J.W. Burns & Co’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 Q2	$278K	Buy	745 +20	+3%	+$6.26K	0.03%	167
2026 Q1	$206K	Hold	725	–	–	0.02%	181
2025 Q4	$223K	Buy	+725	New	+$218K	0.02%	170
2019 Q1	–	Sell	-2,114	Closed	-$77K	–	161
2018 Q4	$77K	Sell	2,114 -2,605	-55%	-$118K	0.02%	150
2018 Q3	$255K	Sell	4,719 -1,148	-20%	-$70.8K	0.06%	150
2018 Q2	$383K	Sell	5,867 -774	-12%	-$51.6K	0.1%	126
2018 Q1	$429K	Sell	6,641 -2,213	-25%	-$164K	0.11%	121
2017 Q4	$740K	Sell	8,854 -27,685	-76%	-$2.64M	0.19%	98
2017 Q3	$4.23M	Sell	36,539 -15,115	-29%	-$1.83M	1.13%	28
2017 Q2	$6.69M	Sell	51,654 -11,367	-18%	-$1.56M	1.8%	10
2017 Q1	$9M	Sell	63,021 -2,000	-3%	-$289K	2.48%	6
2016 Q4	$9.85M	Sell	65,021 -635	-1%	-$92.2K	2.89%	5
2016 Q3	$9.32M	Sell	65,656 -228	-0.3%	-$34K	2.87%	5
2016 Q2	$9.94M	Sell	65,884 -599	-0.9%	-$87.4K	3.03%	5
2016 Q1	$10.1M	Buy	66,483 +1,051	+2%	+$148K	3.22%	6
2015 Q4	$9.77M	Buy	65,432 +1,899	+3%	+$270K	3.1%	7
2015 Q3	$7.68M	Buy	63,533 +424	+0.7%	+$52K	2.63%	7
2015 Q2	$8.04M	Sell	63,109 -1,386	-2%	-$180K	2.63%	7
2015 Q1	$7.67M	Sell	64,495 -2,235	-3%	-$266K	2.52%	6
2014 Q4	$8.08M	Sell	66,730 -3,663	-5%	-$450K	2.66%	7
2014 Q3	$8.64M	Sell	70,393 -6,328	-8%	-$789K	2.92%	6
2014 Q2	$9.66M	Sell	76,721 -284	-0.4%	-$36.1K	3.21%	2
2014 Q1	$9.55M	Buy	77,005 +644	+0.8%	+$79.6K	3.39%	3
2013 Q4	$10.3M	Buy	76,361 +1,997	+3%	+$252K	3.56%	3
2013 Q3	$8.51M	Buy	74,364 +54	+0.1%	+$6.19K	3.26%	5
2013 Q2	$8.26M	Buy	+74,310	New	+$8.23M	3.39%	6

Other funds holding GE

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

J.W. Burns & Co's GE Position: Q2 2026 in Review

J.W. Burns & Co increased its GE Aerospace (GE) stake by 2.8% in Q2 2026, buying an estimated $6.26K and bringing the position to 745 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #167.

J.W. Burns & Co first reported a position in GE in Q2 2013 and has held it in 26 quarters since. The position peaked at $10.3M in Q4 2013. 1,732 funds tracked by Wall St. Rank hold GE as of Q2 2026.

J.W. Burns & Co held 745 shares of GE Aerospace worth $278K as of Q2 2026.
J.W. Burns & Co bought 20 GE Aerospace shares in Q2 2026, an estimated $6.26K.
GE Aerospace made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #167 holding.
J.W. Burns & Co first reported a position in GE Aerospace in Q2 2013 and has held it in 26 quarters since.
J.W. Burns & Co's GE Aerospace position peaked at $10.3M in Q4 2013.
1,732 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.