Northcape Wealth Management’s GE Aerospace GE Stock Holding History

Northcape Wealth 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 Q3	$216K	Buy	693 +31	+5%	+$10.7K	0.06%	135
2026 Q2	$247K	Buy	+662	New	+$207K	0.06%	132
2026 Q1	–	Sell	-662	Closed	-$204K	–	146
2025 Q4	$204K	Buy	+662	New	+$199K	0.06%	135
2025 Q3	–	Sell	-1,037	Closed	-$267K	–	141
2025 Q2	$267K	Hold	1,037	–	–	0.08%	125
2025 Q1	$208K	Buy	+1,037	New	+$204K	0.07%	131
2023 Q3	–	Sell	-2,473	Closed	-$217K	–	145
2023 Q2	$217K	Buy	+2,473	New	+$200K	0.08%	142
2022 Q2	–	Sell	-4,156	Closed	-$237K	–	126
2022 Q1	$237K	Buy	+4,156	New	+$248K	0.07%	137

Other funds holding GE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Northcape Wealth Management's GE Position: Q3 2026 in Review

Northcape Wealth Management increased its GE Aerospace (GE) stake by 4.7% in Q3 2026, buying an estimated $10.7K and bringing the position to 693 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #135.

Northcape Wealth Management first reported a position in GE in Q1 2022 and has held it in 7 quarters since. The position peaked at $267K in Q2 2025. 2,579 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Northcape Wealth Management held 693 shares of GE Aerospace worth $216K as of Q3 2026.
Northcape Wealth Management bought 31 GE Aerospace shares in Q3 2026, an estimated $10.7K.
GE Aerospace made up 0.06% of Northcape Wealth Management's portfolio in Q3 2026, its #135 holding.
Northcape Wealth Management first reported a position in GE Aerospace in Q1 2022 and has held it in 7 quarters since.
Northcape Wealth Management's GE Aerospace position peaked at $267K in Q2 2025.
2,579 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.