Kagan Cocozza Asset Management’s GE Aerospace GE Stock Holding History

Kagan Cocozza Asset 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	$228K	Hold	803	–	–	0.16%	63
2025 Q4	$247K	Hold	803	–	–	0.18%	57
2025 Q3	$241K	Buy	803 +1	+0.1%	+$273	0.18%	59
2025 Q2	$207K	Buy	+802	New	+$176K	0.16%	61

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

Kagan Cocozza Asset Management's GE Position: Q1 2026 in Review

Kagan Cocozza Asset Management held its GE Aerospace (GE) position steady in Q1 2026 at 803 shares worth $228K. The position accounts for 0.16% of the portfolio, ranked #63.

Kagan Cocozza Asset Management first reported a position in GE in Q2 2025 and has held it in 4 quarters since. The position peaked at $247K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Kagan Cocozza Asset Management held 803 shares of GE Aerospace worth $228K as of Q1 2026.
Kagan Cocozza Asset Management left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up 0.16% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #63 holding.
Kagan Cocozza Asset Management first reported a position in GE Aerospace in Q2 2025 and has held it in 4 quarters since.
Kagan Cocozza Asset Management's GE Aerospace position peaked at $247K in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.