Legacy Private Trust’s GE Aerospace GE Stock Holding History

Legacy Private Trust’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 Q2	$10.1M	Sell	26,928 -431	-2%	-$135K	0.56%	36
2026 Q1	$7.76M	Sell	27,359 -1,474	-5%	-$463K	0.48%	46
2025 Q4	$8.88M	Sell	28,833 -85	-0.3%	-$25.6K	0.52%	38
2025 Q3	$8.7M	Buy	28,918 +184	+0.6%	+$50.3K	0.52%	42
2025 Q2	$7.4M	Buy	28,734 +2,901	+11%	+$637K	0.48%	45
2025 Q1	$5.17M	Buy	25,833 +3,173	+14%	+$624K	0.36%	58
2024 Q4	$3.78M	Buy	22,660 +3,206	+16%	+$572K	0.25%	80
2024 Q3	$3.67M	Buy	19,454 +14,932	+330%	+$2.53M	0.25%	80
2024 Q2	$719K	Sell	4,522 -1,019	-18%	-$163K	0.05%	155
2024 Q1	$776K	Sell	5,541 -15	-0.3%	-$1.77K	0.06%	156
2023 Q4	$566K	Buy	5,556 +313	+6%	+$29K	0.05%	167
2023 Q3	$463K	Buy	5,243 +15	+0.3%	+$1.35K	0.04%	181
2023 Q2	$458K	Hold	5,228	–	–	0.04%	180
2023 Q1	$399K	Sell	5,228 -1,468	-22%	-$98.2K	0.03%	187
2022 Q4	$350K	Sell	6,696 -129	-2%	-$6.34K	0.03%	190
2022 Q3	$263K	Sell	6,825 -963	-12%	-$42.3K	0.03%	200
2022 Q2	$309K	Hold	7,788	–	–	0.03%	194
2022 Q1	$444K	Sell	7,788 -600	-7%	-$35.8K	0.03%	199
2021 Q4	$494K	Sell	8,388 -72	-0.9%	-$4.52K	0.04%	194
2021 Q3	$543K	Sell	8,460 -382	-4%	-$24.6K	0.04%	177
2021 Q2	$593K	Sell	8,842 -40	-0.5%	-$2.67K	0.05%	173
2021 Q1	$581K	Sell	8,882 -239	-3%	-$14.5K	0.05%	167
2020 Q4	$491K	Buy	9,121 +80	+0.9%	+$3.58K	0.05%	175
2020 Q3	$281K	Hold	9,041	–	–	0.03%	200
2020 Q2	$308K	Sell	9,041 -1,960	-18%	-$66.1K	0.03%	180
2020 Q1	$435K	Sell	11,001 -63	-0.6%	-$3.36K	0.06%	158
2019 Q4	$615K	Hold	11,064	–	–	0.06%	163
2019 Q3	$493K	Hold	11,064	–	–	0.06%	172
2019 Q2	$579K	Sell	11,064 -60	-0.5%	-$2.95K	0.07%	160
2019 Q1	$554K	Sell	11,124 -1,746	-14%	-$82.2K	0.07%	159
2018 Q4	$467K	Buy	12,870 +1,346	+12%	+$60.8K	0.06%	171
2018 Q3	$624K	Sell	11,524 -2,234	-16%	-$138K	0.07%	157
2018 Q2	$897K	Sell	13,758 -1,104	-7%	-$73.6K	0.11%	141
2018 Q1	$960K	Sell	14,862 -3,092	-17%	-$229K	0.11%	138
2017 Q4	$1.5M	Sell	17,954 -855	-5%	-$81.6K	0.18%	112
2017 Q3	$2.18M	Sell	18,809 -1,704	-8%	-$206K	0.27%	79
2017 Q2	$2.65M	Sell	20,513 -837	-4%	-$115K	0.34%	73
2017 Q1	$3.05M	Sell	21,350 -133	-0.6%	-$19.3K	0.39%	70
2016 Q4	$3.25M	Sell	21,483 -252	-1%	-$36.6K	0.44%	64
2016 Q3	$3.08M	Sell	21,735 -2,297	-10%	-$343K	0.42%	63
2016 Q2	$3.63M	Sell	24,032 -794	-3%	-$116K	0.53%	54
2016 Q1	$3.78M	Buy	24,826 +2,294	+10%	+$324K	0.57%	51
2015 Q4	$3.36M	Buy	22,532 +75	+0.3%	+$10.7K	0.51%	60
2015 Q3	$2.71M	Buy	22,457 +705	+3%	+$86.4K	0.43%	69
2015 Q2	$2.77M	Sell	21,752 -246	-1%	-$31.9K	0.42%	71
2015 Q1	$2.62M	Sell	21,998 -154	-0.7%	-$18.3K	0.38%	75
2014 Q4	$2.68M	Sell	22,152 -121	-0.5%	-$14.9K	0.39%	70
2014 Q3	$2.73M	Sell	22,273 -362	-2%	-$45.1K	0.42%	67
2014 Q2	$2.85M	Buy	22,635 +14,387	+174%	+$1.83M	0.44%	67
2014 Q1	$1.02M	Buy	8,248 +712	+9%	+$88K	0.18%	110
2013 Q4	$1.01M	Buy	7,536 +342	+5%	+$43.1K	0.19%	107
2013 Q3	$824K	Buy	7,194 +1,954	+37%	+$224K	0.17%	99
2013 Q2	$582K	Buy	+5,240	New	+$580K	0.14%	109

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Legacy Private Trust's GE Position: Q2 2026 in Review

Legacy Private Trust reduced its GE Aerospace (GE) stake by 1.6% in Q2 2026, selling an estimated $135K and leaving 26,928 shares worth $10.1M. The position accounts for 0.56% of the portfolio, ranked #36.

Legacy Private Trust first reported a position in GE in Q2 2013 and has held it in 53 quarters since. 1,637 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Legacy Private Trust held 26,928 shares of GE Aerospace worth $10.1M as of Q2 2026.
Legacy Private Trust sold 431 GE Aerospace shares in Q2 2026, an estimated $135K.
GE Aerospace made up 0.56% of Legacy Private Trust's portfolio in Q2 2026, its #36 holding.
Legacy Private Trust first reported a position in GE Aerospace in Q2 2013 and has held it in 53 quarters since.
1,637 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.