Night Owl Capital Management’s GE Aerospace GE Stock Holding History

Night Owl 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 Q1	$44.1M	Buy	155,550 +966	+0.6%	+$304K	5.14%	9
2025 Q4	$47.6M	Buy	154,584 +1,713	+1%	+$516K	5.22%	8
2025 Q3	$46M	Buy	152,871 +1,232	+0.8%	+$337K	5.01%	7
2025 Q2	$39M	Buy	151,639 +4,435	+3%	+$973K	4.51%	8
2025 Q1	$29.5M	Buy	147,204 +5,901	+4%	+$1.16M	3.68%	14
2024 Q4	$23.6M	Buy	141,303 +4,571	+3%	+$816K	3.04%	18
2024 Q3	$25.8M	Buy	136,732 +9,319	+7%	+$1.58M	3.53%	13
2024 Q2	$20.3M	Sell	127,413 -33,849	-21%	-$5.4M	3.03%	16
2024 Q1	$22.6M	Buy	+161,262	New	+$19M	3.43%	13
2014 Q1	–	Sell	-1,580	Closed	-$212K	–	23
2013 Q4	$212K	Buy	+1,580	New	+$199K	0.09%	22

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

Night Owl Capital Management's GE Position: Q1 2026 in Review

Night Owl Capital Management increased its GE Aerospace (GE) stake by 0.62% in Q1 2026, buying an estimated $304K and bringing the position to 155,550 shares worth $44.1M. The position accounts for 5.14% of the portfolio, ranked #9.

Night Owl Capital Management first reported a position in GE in Q4 2013 and has held it in 10 quarters since. The position peaked at $47.6M in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Night Owl Capital Management held 155,550 shares of GE Aerospace worth $44.1M as of Q1 2026.
Night Owl Capital Management bought 966 GE Aerospace shares in Q1 2026, an estimated $304K.
GE Aerospace made up 5.14% of Night Owl Capital Management's portfolio in Q1 2026, its #9 holding.
Night Owl Capital Management first reported a position in GE Aerospace in Q4 2013 and has held it in 10 quarters since.
Night Owl Capital Management's GE Aerospace position peaked at $47.6M in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Night Owl Capital Management's 13F filing for Q1 2026, filed 15 May 2026.