Naviter Wealth’s GE Aerospace GE Stock Holding History

Naviter Wealth’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 Q1	$3.09M	Buy	10,883 +230	+2%	+$72.3K	0.39%	61
2025 Q4	$3.29M	Sell	10,653 -976	-8%	-$294K	0.43%	51
2025 Q3	$3.5M	Buy	11,629 +473	+4%	+$129K	0.41%	61
2025 Q2	$2.87M	Sell	11,156 -456	-4%	-$100K	0.35%	71
2025 Q1	$2.33M	Buy	11,612 +337	+3%	+$66.3K	0.28%	92
2024 Q4	$1.88M	Buy	11,275 +10,147	+900%	+$1.81M	0.23%	117
2024 Q3	$213K	Buy	+1,128	New	+$191K	0.03%	224
2024 Q1	–	Sell	-12,370	Closed	-$1.26M	–	241
2023 Q4	$1.26M	Buy	12,370 +1,604	+15%	+$149K	0.25%	108
2023 Q3	$951K	Sell	10,766 -67	-0.6%	-$6.02K	0.23%	104
2023 Q2	$950K	Buy	10,833 +1,115	+11%	+$90.3K	0.24%	108
2023 Q1	$742K	Sell	9,718 -2,319	-19%	-$155K	0.26%	110
2022 Q4	$606K	Buy	12,037 +894	+8%	+$43.9K	0.17%	136
2022 Q3	$430K	Buy	11,143 +909	+9%	+$40K	0.18%	137
2022 Q2	$406K	Buy	+10,234	New	+$496K	0.17%	140

Other funds holding GE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Naviter Wealth's GE Position: Q1 2026 in Review

Naviter Wealth increased its GE Aerospace (GE) stake by 2.2% in Q1 2026, buying an estimated $72.3K and bringing the position to 10,883 shares worth $3.09M. The position accounts for 0.39% of the portfolio, ranked #61.

Naviter Wealth first reported a position in GE in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.5M in Q3 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Naviter Wealth held 10,883 shares of GE Aerospace worth $3.09M as of Q1 2026.
Naviter Wealth bought 230 GE Aerospace shares in Q1 2026, an estimated $72.3K.
GE Aerospace made up 0.39% of Naviter Wealth's portfolio in Q1 2026, its #61 holding.
Naviter Wealth first reported a position in GE Aerospace in Q2 2022 and has held it in 14 quarters since.
Naviter Wealth's GE Aerospace position peaked at $3.5M in Q3 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.