Monte Financial Group’s GE Aerospace GE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.07M | Sell |
3,755
-15
| -0.4% | -$4.71K | 0.38% | 68 |
|
|
2025
Q4 | $1.16M | Buy |
3,770
+44
| +1% | +$13.2K | 0.43% | 66 |
|
|
2025
Q3 | $1.12M | Sell |
3,726
-68
| -2% | -$18.6K | 0.41% | 65 |
|
|
2025
Q2 | $977K | Buy |
3,794
+65
| +2% | +$14.3K | 0.38% | 66 |
|
|
2025
Q1 | $678K | Buy |
3,729
+15
| +0.4% | +$2.95K | 0.3% | 67 |
|
|
2024
Q4 | $619K | Hold |
3,714
| – | – | 0.27% | 68 |
|
|
2024
Q3 | $700K | Hold |
3,714
| – | – | 0.29% | 68 |
|
|
2024
Q2 | $590K | Sell |
3,714
-1,025
| -22% | -$164K | 0.26% | 70 |
|
|
2024
Q1 | $664K | Sell |
4,739
-24
| -0.5% | -$2.83K | 0.29% | 66 |
|
|
2023
Q4 | $485K | Hold |
4,763
| – | – | 0.23% | 68 |
|
|
2023
Q3 | $420K | Sell |
4,763
-328
| -6% | -$29.5K | 0.21% | 70 |
|
|
2023
Q2 | $446K | Sell |
5,091
-405
| -7% | -$32.8K | 0.22% | 69 |
|
|
2023
Q1 | $419K | Sell |
5,496
-1,563
| -22% | -$105K | 0.22% | 67 |
|
|
2022
Q4 | $369K | Hold |
7,059
| – | – | 0.19% | 71 |
|
|
2022
Q3 | $272K | Sell |
7,059
-80
| -1% | -$3.52K | 0.17% | 72 |
|
|
2022
Q2 | $283K | Sell |
7,139
-121
| -2% | -$5.86K | 0.17% | 72 |
|
|
2022
Q1 | $414K | Sell |
7,260
-721
| -9% | -$43K | 0.22% | 69 |
|
|
2021
Q4 | $470K | Sell |
7,981
-797
| -9% | -$50.1K | 0.25% | 68 |
|
|
2021
Q3 | $563K | Sell |
8,778
-6
| -0.1% | -$386 | 0.32% | 57 |
|
|
2021
Q2 | $589K | Buy |
8,784
+3,852
| +78% | +$257K | 0.34% | 55 |
|
|
2021
Q1 | $323K | Hold |
4,932
| – | – | 0.2% | 61 |
|
|
2020
Q4 | $265K | Buy |
4,932
+223
| +5% | +$9.99K | 0.18% | 60 |
|
|
2020
Q3 | $146K | Sell |
4,709
-899
| -16% | -$29.2K | 0.11% | 58 |
|
|
2020
Q2 | $191K | Sell |
5,608
-18
| -0.3% | -$607 | 0.15% | 56 |
|
|
2020
Q1 | $223K | Hold |
5,626
| – | – | 0.22% | 66 |
|
|
2019
Q4 | $313K | Sell |
5,626
-327
| -5% | -$16.9K | 0.23% | 62 |
|
|
2019
Q3 | $265K | Buy |
5,953
+261
| +5% | +$12.3K | 0.21% | 66 |
|
|
2019
Q2 | $298K | Hold |
5,692
| – | – | 0.25% | 62 |
|
|
2019
Q1 | $283K | Sell |
5,692
-19
| -0.3% | -$895 | 0.25% | 59 |
|
|
2018
Q4 | $207K | Sell |
5,711
-580
| -9% | -$26.2K | 0.22% | 66 |
|
|
2018
Q3 | $340K | Hold |
6,291
| – | – | 0.32% | 52 |
|
|
2018
Q2 | $410K | Sell |
6,291
-1,189
| -16% | -$79.3K | 0.42% | 44 |
|
|
2018
Q1 | $483K | Buy |
7,480
+154
| +2% | +$11.4K | 0.5% | 40 |
|
|
2017
Q4 | $613K | Buy |
+7,326
| New | +$699K | 0.62% | 38 |
|
Other funds holding GE
VCM
VPM
Monte Financial Group's GE Position: Q1 2026 in Review
Monte Financial Group reduced its GE Aerospace (GE) stake by 0.4% in Q1 2026, selling an estimated $4.71K and leaving 3,755 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #68.
Monte Financial Group first reported a position in GE in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.16M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Monte Financial Group held 3,755 shares of GE Aerospace worth $1.07M as of Q1 2026.
- Monte Financial Group sold 15 GE Aerospace shares in Q1 2026, an estimated $4.71K.
- GE Aerospace made up 0.38% of Monte Financial Group's portfolio in Q1 2026, its #68 holding.
- Monte Financial Group first reported a position in GE Aerospace in Q4 2017 and has held it in 34 quarters since.
- Monte Financial Group's GE Aerospace position peaked at $1.16M in Q4 2025.
- 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.