Lion Street Advisors’s GE Aerospace GE Stock Holding History

Lion Street 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
2025 Q3	–	Sell	-1,000	Closed	-$257K	–	281
2025 Q2	$257K	Sell	1,000 -102	-9%	-$22.4K	0.08%	236
2025 Q1	$221K	Buy	+1,102	New	+$217K	0.07%	245
2020 Q2	–	Sell	-269	Closed	-$11K	–	162
2020 Q1	$11K	Buy	+269	New	+$14.3K	0.06%	150

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lion Street Advisors's GE Position: Q3 2025 in Review

Lion Street Advisors sold out of GE Aerospace (GE) in Q3 2025, closing a stake of 1,000 shares — an estimated $257K sold.

Lion Street Advisors first reported a position in GE in Q1 2020 and held it in 3 quarters. The position peaked at $257K in Q2 2025. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

Lion Street Advisors reported no remaining GE Aerospace position as of Q3 2025 after selling out during the quarter.
Lion Street Advisors sold 1,000 GE Aerospace shares in Q3 2025, an estimated $257K.
Lion Street Advisors first reported a position in GE Aerospace in Q1 2020 and held it in 3 quarters.
Lion Street Advisors's GE Aerospace position peaked at $257K in Q2 2025.
2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.