Lantz Financial’s GE Aerospace GE Stock Holding History

Lantz Financial’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	$1.81M	Sell	5,781 -27	-0.5%	-$9.35K	0.33%	81
2026 Q2	$2.17M	Sell	5,808 -69	-1%	-$21.6K	0.4%	70
2026 Q1	$1.67M	Buy	5,877 +279	+5%	+$87.7K	0.34%	79
2025 Q4	$1.72M	Sell	5,598 -172	-3%	-$51.8K	0.36%	80
2025 Q3	$1.74M	Buy	5,770 +2,023	+54%	+$553K	0.38%	77
2025 Q2	$964K	Sell	3,747 -129	-3%	-$28.3K	0.24%	101
2025 Q1	$776K	Buy	3,876 +19	+0.5%	+$3.74K	0.21%	112
2024 Q4	$643K	Sell	3,857 -59	-2%	-$10.5K	0.17%	117
2024 Q3	$739K	Buy	3,916 +198	+5%	+$33.5K	0.2%	111
2024 Q2	$591K	Sell	3,718 -853	-19%	-$136K	0.18%	113
2024 Q1	$640K	Buy	4,571 +296	+7%	+$34.9K	0.21%	106
2023 Q4	$435K	Buy	4,275 +258	+6%	+$23.9K	0.16%	129
2023 Q3	$354K	Buy	4,017 +332	+9%	+$29.8K	0.14%	132
2023 Q2	$323K	Sell	3,685 -302	-8%	-$24.5K	0.13%	134
2023 Q1	$304K	Sell	3,987 -1,141	-22%	-$76.3K	0.13%	135
2022 Q4	$268K	Buy	+5,128	New	+$252K	0.12%	143
2022 Q3	–	Sell	-5,239	Closed	-$208K	–	168
2022 Q2	$208K	Sell	5,239 -127	-2%	-$6.15K	0.09%	159
2022 Q1	$306K	Buy	+5,366	New	+$320K	0.12%	136
2021 Q3	–	Sell	-5,561	Closed	-$373K	–	145
2021 Q2	$373K	Buy	5,561 +36	+0.7%	+$2.4K	0.19%	106
2021 Q1	$362K	Sell	5,525 -238	-4%	-$14.4K	0.21%	97
2020 Q4	$310K	Sell	5,763 -260	-4%	-$11.6K	0.19%	97
2020 Q3	$187K	Buy	6,023 +241	+4%	+$7.83K	0.13%	115
2020 Q2	$197K	Sell	5,782 -1,952	-25%	-$65.8K	0.14%	108
2020 Q1	$306K	Sell	7,734 -413	-5%	-$22K	0.24%	87
2019 Q4	$453K	Sell	8,147 -21	-0.3%	-$1.08K	0.27%	83
2019 Q3	$346K	Sell	8,168 -291	-3%	-$13.7K	0.23%	96
2019 Q2	$448K	Sell	8,459 -1,038	-11%	-$51.1K	0.3%	82
2019 Q1	$473K	Buy	+9,497	New	+$447K	0.34%	71

Other funds holding GE

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Lantz Financial's GE Position: Q3 2026 in Review

Lantz Financial reduced its GE Aerospace (GE) stake by 0.46% in Q3 2026, selling an estimated $9.35K and leaving 5,781 shares worth $1.81M. The position accounts for 0.33% of the portfolio, ranked #81.

Lantz Financial first reported a position in GE in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.17M in Q2 2026. 1,020 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Lantz Financial held 5,781 shares of GE Aerospace worth $1.81M as of Q3 2026.
Lantz Financial sold 27 GE Aerospace shares in Q3 2026, an estimated $9.35K.
GE Aerospace made up 0.33% of Lantz Financial's portfolio in Q3 2026, its #81 holding.
Lantz Financial first reported a position in GE Aerospace in Q1 2019 and has held it in 28 quarters since.
Lantz Financial's GE Aerospace position peaked at $2.17M in Q2 2026.
1,020 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.