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Klingman & Associates’s GE Aerospace GE Stock Holding History

Klingman & Associates’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 		$2.72M Buy
9,582
+82
+0.9% +$25.8K 0.13% 68
2025
Q4 		$2.93M Buy
9,500
+242
+3% +$72.9K 0.14% 64
2025
Q3 		$2.78M Buy
9,258
+119
+1% +$32.5K 0.14% 63
2025
Q2 		$2.35M Buy
9,139
+650
+8% +$143K 0.13% 69
2025
Q1 		$1.7M Buy
8,489
+171
+2% +$33.6K 0.1% 79
2024
Q4 		$1.39M Sell
8,318
-39
-0.5% -$6.96K 0.09% 85
2024
Q3 		$1.58M Sell
8,357
-175
-2% -$29.7K 0.1% 84
2024
Q2 		$1.36M Sell
8,532
-2,185
-20% -$349K 0.09% 81
2024
Q1 		$1.5M Sell
10,717
-175
-2% -$20.6K 0.1% 78
2023
Q4 		$1.11M Buy
10,892
+28
+0.3% +$2.59K 0.08% 86
2023
Q3 		$958K Sell
10,864
-1
-0% -$90 0.08% 91
2023
Q2 		$953K Buy
10,865
+97
+0.9% +$7.86K 0.08% 92
2023
Q1 		$822K Sell
10,768
-3,366
-24% -$225K 0.07% 90
2022
Q4 		$738K Buy
14,134
+417
+3% +$20.5K 0.06% 94
2022
Q3 		$529K Buy
13,717
+268
+2% +$11.8K 0.05% 103
2022
Q2 		$533K Sell
13,449
-153
-1% -$7.41K 0.05% 101
2022
Q1 		$775K Buy
13,602
+135
+1% +$8.05K 0.07% 84
2021
Q4 		$793K Buy
13,467
+97
+0.7% +$6.09K 0.07% 84
2021
Q3 		$858K Sell
13,370
-144
-1% -$9.26K 0.08% 76
2021
Q2 		$907K Buy
13,514
+62
+0.5% +$4.14K 0.09% 70
2021
Q1 		$880K Buy
13,452
+32
+0.2% +$1.94K 0.09% 69
2020
Q4 		$722K Buy
13,420
+82
+0.6% +$3.67K 0.08% 75
2020
Q3 		$414K Buy
13,338
+731
+6% +$23.8K 0.06% 92
2020
Q2 		$429K Sell
12,607
-104
-0.8% -$3.51K 0.07% 82
2020
Q1 		$503K Buy
12,711
+236
+2% +$12.6K 0.1% 74
2019
Q4 		$694K Buy
12,475
+286
+2% +$14.8K 0.11% 65
2019
Q3 		$543K Hold
12,189
– – 0.1% 66
2019
Q2 		$638K Hold
12,189
– – 0.12% 63
2019
Q1 		$607K Buy
+12,189
New +$574K 0.12% 65
2017
Q4 		– Sell
-4,639
Closed -$538K – 115
2017
Q3 		$538K Sell
4,639
-1,214
-21% -$147K 0.13% 55
2017
Q2 		$758K Sell
5,853
-887
-13% -$122K 0.2% 42
2017
Q1 		$963K Sell
6,740
-231
-3% -$33.4K 0.27% 38
2016
Q4 		$1.06M Sell
6,971
-7
-0.1% -$1.02K 0.32% 35
2016
Q3 		$991K Buy
6,978
+247
+4% +$36.9K 0.3% 37
2016
Q2 		$1.01M Hold
6,731
– – 0.33% 36
2016
Q1 		$1.02M Sell
6,731
-1,552
-19% -$219K 0.37% 38
2015
Q4 		$1.24M Buy
8,283
+2,106
+34% +$299K 0.46% 33
2015
Q3 		$746K Sell
6,177
-103
-2% -$12.6K 0.29% 40
2015
Q2 		$800K Buy
6,280
+295
+5% +$38.3K 0.31% 37
2015
Q1 		$712K Sell
5,985
-1,087
-15% -$129K 0.29% 41
2014
Q4 		$856K Buy
+7,072
New +$870K 0.36% 36

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Klingman & Associates's GE Position: Q1 2026 in Review

Klingman & Associates increased its GE Aerospace (GE) stake by 0.86% in Q1 2026, buying an estimated $25.8K and bringing the position to 9,582 shares worth $2.72M. The position accounts for 0.13% of the portfolio, ranked #68.

Klingman & Associates first reported a position in GE in Q4 2014 and has held it in 41 quarters since. The position peaked at $2.93M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Klingman & Associates held 9,582 shares of GE Aerospace worth $2.72M as of Q1 2026.
  • Klingman & Associates bought 82 GE Aerospace shares in Q1 2026, an estimated $25.8K.
  • GE Aerospace made up 0.13% of Klingman & Associates's portfolio in Q1 2026, its #68 holding.
  • Klingman & Associates first reported a position in GE Aerospace in Q4 2014 and has held it in 41 quarters since.
  • Klingman & Associates's GE Aerospace position peaked at $2.93M in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.