Nvest Financial’s GE Aerospace GE Stock Holding History

Nvest Financial’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	$721K	Buy	2,541 +862	+51%	+$271K	0.27%	75
2025 Q4	$517K	Buy	1,679 +598	+55%	+$180K	0.22%	82
2025 Q3	$325K	Sell	1,081 -10	-0.9%	-$2.73K	0.19%	100
2025 Q2	$281K	Buy	1,091 +42	+4%	+$9.22K	0.15%	92
2025 Q1	$210K	Buy	+1,049	New	+$206K	0.11%	94

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

Nvest Financial's GE Position: Q1 2026 in Review

Nvest Financial increased its GE Aerospace (GE) stake by 51% in Q1 2026, buying an estimated $271K and bringing the position to 2,541 shares worth $721K. The position accounts for 0.27% of the portfolio, ranked #75.

Nvest Financial first reported a position in GE in Q1 2025 and has held it in 5 quarters since. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Nvest Financial held 2,541 shares of GE Aerospace worth $721K as of Q1 2026.
Nvest Financial bought 862 GE Aerospace shares in Q1 2026, an estimated $271K.
GE Aerospace made up 0.27% of Nvest Financial's portfolio in Q1 2026, its #75 holding.
Nvest Financial first reported a position in GE Aerospace in Q1 2025 and has held it in 5 quarters since.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.