Marsico Capital Management’s GE Aerospace GE Stock Holding History

Marsico Capital Management’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	$209M	Sell	558,948 -4,433	-0.8%	-$1.39M	5.45%	3
2026 Q1	$160M	Sell	563,381 -41,526	-7%	-$13.1M	4.7%	6
2025 Q4	$186M	Sell	604,907 -34,825	-5%	-$10.5M	5.19%	7
2025 Q3	$192M	Sell	639,732 -28,566	-4%	-$7.81M	4.94%	6
2025 Q2	$172M	Buy	668,298 +9,535	+1%	+$2.09M	4.67%	7
2025 Q1	$132M	Sell	658,763 -5,197	-0.8%	-$1.02M	4.53%	4
2024 Q4	$111M	Sell	663,960 -15,548	-2%	-$2.77M	3.01%	13
2024 Q3	$128M	Sell	679,508 -3,208	-0.5%	-$544K	3.58%	9
2024 Q2	$109M	Buy	682,716 +74,775	+12%	+$11.9M	3.25%	13
2024 Q1	$85.2M	Buy	+607,941	New	+$71.6M	2.8%	16

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Marsico Capital Management's GE Position: Q2 2026 in Review

Marsico Capital Management reduced its GE Aerospace (GE) stake by 0.79% in Q2 2026, selling an estimated $1.39M and leaving 558,948 shares worth $209M. The position accounts for 5.45% of the portfolio, ranked #3.

Marsico Capital Management first reported a position in GE in Q1 2024 and has held it in 10 quarters since. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Marsico Capital Management held 558,948 shares of GE Aerospace worth $209M as of Q2 2026.
Marsico Capital Management sold 4,433 GE Aerospace shares in Q2 2026, an estimated $1.39M.
GE Aerospace made up 5.45% of Marsico Capital Management's portfolio in Q2 2026, its #3 holding.
Marsico Capital Management first reported a position in GE Aerospace in Q1 2024 and has held it in 10 quarters since.
3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.