Night Owl Capital Management’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
Q2
$59M Buy
157,921
+2,371
+2% +$742K 6.19% 6
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

Night Owl Capital Management's GE Position: Q2 2026 in Review

Night Owl Capital Management increased its GE Aerospace (GE) stake by 1.5% in Q2 2026, buying an estimated $742K and bringing the position to 157,921 shares worth $59M. The position accounts for 6.19% of the portfolio, ranked #6.

Night Owl Capital Management first reported a position in GE in Q4 2013 and has held it in 11 quarters since. 3,456 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Night Owl Capital Management held 157,921 shares of GE Aerospace worth $59M as of Q2 2026.
  • Night Owl Capital Management bought 2,371 GE Aerospace shares in Q2 2026, an estimated $742K.
  • GE Aerospace made up 6.19% of Night Owl Capital Management's portfolio in Q2 2026, its #6 holding.
  • Night Owl Capital Management first reported a position in GE Aerospace in Q4 2013 and has held it in 11 quarters since.
  • 3,456 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Night Owl Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.