Lakeside Advisors’s GE Aerospace GE Stock Holding History

Lakeside Advisors’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	$3.5M	Buy	11,210 +20	+0.2%	+$6.93K	2.04%	14
2026 Q2	$4.18M	Hold	11,190	–	–	2.63%	10
2026 Q1	$3.18M	Sell	11,190 -113	-1%	-$35.5K	2.12%	14
2025 Q4	$3.48M	Sell	11,303 -12	-0.1%	-$3.61K	2.23%	14
2025 Q3	$3.4M	Hold	11,315	–	–	2.15%	13
2025 Q2	$2.91M	Hold	11,315	–	–	1.88%	14
2025 Q1	$2.26M	Hold	11,315	–	–	1.5%	17
2024 Q4	$1.89M	Hold	11,315	–	–	1.25%	18
2024 Q3	$2.13M	Sell	11,315 -150	-1%	-$25.4K	1.34%	19
2024 Q2	$1.82M	Sell	11,465 -2,997	-21%	-$478K	1.18%	19
2024 Q1	$2.03M	Sell	14,462 -78	-0.5%	-$9.19K	1.3%	16
2023 Q4	$1.48M	Sell	14,540 -3,561	-20%	-$330K	1.03%	21
2023 Q3	$1.6M	Sell	18,101 -98	-0.5%	-$8.81K	1.23%	19
2023 Q2	$1.6M	Sell	18,199 -1,086	-6%	-$87.9K	1.18%	20
2023 Q1	$1.47M	Sell	19,285 -5,719	-23%	-$383K	1.14%	20
2022 Q4	$1.31M	Sell	25,004 -2,945	-11%	-$145K	1.07%	22
2022 Q3	$1.08M	Hold	27,949	–	–	0.96%	22
2022 Q2	$1.11M	Buy	27,949 +99	+0.4%	+$4.8K	0.94%	23
2022 Q1	$1.59M	Sell	27,850 -239	-0.9%	-$14.3K	1.2%	17
2021 Q4	$1.65M	Buy	+28,089	New	+$1.76M	1.22%	17

Other funds holding GE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Lakeside Advisors's GE Position: Q3 2026 in Review

Lakeside Advisors increased its GE Aerospace (GE) stake by 0.18% in Q3 2026, buying an estimated $6.93K and bringing the position to 11,210 shares worth $3.5M. The position accounts for 2.04% of the portfolio, ranked #14.

Lakeside Advisors first reported a position in GE in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.18M in Q2 2026. 2,579 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Lakeside Advisors held 11,210 shares of GE Aerospace worth $3.5M as of Q3 2026.
Lakeside Advisors bought 20 GE Aerospace shares in Q3 2026, an estimated $6.93K.
GE Aerospace made up 2.04% of Lakeside Advisors's portfolio in Q3 2026, its #14 holding.
Lakeside Advisors first reported a position in GE Aerospace in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's GE Aerospace position peaked at $4.18M in Q2 2026.
2,579 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.