Lebenthal Global Advisors’s GE Aerospace GE Stock Holding History

Lebenthal Global 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 Q1	$2.54M	Buy	8,948 +2,377	+36%	+$747K	0.37%	51
2025 Q4	$2.02M	Buy	6,571 +2,232	+51%	+$672K	0.31%	51
2025 Q3	$1.31M	Buy	+4,339	New	+$1.19M	0.23%	72
2023 Q1	–	Sell	-8,745	Closed	-$456K	–	122
2022 Q4	$456K	Sell	8,745 -1,104	-11%	-$54.3K	0.15%	77
2022 Q3	$379K	Buy	9,849 +727	+8%	+$32K	0.17%	76
2022 Q2	$361K	Sell	9,122 -916	-9%	-$44.4K	0.18%	90
2022 Q1	$572K	Buy	10,038 +4,305	+75%	+$257K	0.24%	69
2021 Q4	$337K	Sell	5,733 -134	-2%	-$8.42K	0.14%	118
2021 Q3	$376K	Sell	5,867 -202	-3%	-$13K	0.24%	78
2021 Q2	$407K	Buy	6,069 +396	+7%	+$26.4K	0.22%	91
2021 Q1	$371K	Buy	5,673 +20	+0.4%	+$1.21K	0.23%	75
2020 Q4	$304K	Buy	+5,653	New	+$253K	0.22%	62

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

Lebenthal Global Advisors's GE Position: Q1 2026 in Review

Lebenthal Global Advisors increased its GE Aerospace (GE) stake by 36% in Q1 2026, buying an estimated $747K and bringing the position to 8,948 shares worth $2.54M. The position accounts for 0.37% of the portfolio, ranked #51.

Lebenthal Global Advisors first reported a position in GE in Q4 2020 and has held it in 12 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Lebenthal Global Advisors held 8,948 shares of GE Aerospace worth $2.54M as of Q1 2026.
Lebenthal Global Advisors bought 2,377 GE Aerospace shares in Q1 2026, an estimated $747K.
GE Aerospace made up 0.37% of Lebenthal Global Advisors's portfolio in Q1 2026, its #51 holding.
Lebenthal Global Advisors first reported a position in GE Aerospace in Q4 2020 and has held it in 12 quarters since.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.