MSA
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McAlister Sweet & Associates’s GE Aerospace GE Stock Holding History

McAlister Sweet & Associates’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 		– Sell
-576
Closed -$215K – 37
2026
Q2 		$215K Buy
+576
New +$180K 0.12% 38

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

McAlister Sweet & Associates's GE Position: Q3 2026 in Review

McAlister Sweet & Associates sold out of GE Aerospace (GE) in Q3 2026, closing a stake of 576 shares — an estimated $215K sold.

McAlister Sweet & Associates first reported a position in GE in Q2 2026 and held it in 1 quarter. The position peaked at $215K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • McAlister Sweet & Associates reported no remaining GE Aerospace position as of Q3 2026 after selling out during the quarter.
  • McAlister Sweet & Associates sold 576 GE Aerospace shares in Q3 2026, an estimated $215K.
  • McAlister Sweet & Associates first reported a position in GE Aerospace in Q2 2026 and held it in 1 quarter.
  • McAlister Sweet & Associates's GE Aerospace position peaked at $215K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on McAlister Sweet & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.