Occidental Asset Management’s GE Aerospace GE Stock Holding History

Occidental Asset 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	$557K	Buy	1,784 +324	+22%	+$112K	0.05%	191
2026 Q2	$546K	Buy	1,460 +362	+33%	+$113K	0.05%	184
2026 Q1	$312K	Buy	1,098 +16	+1%	+$5.03K	0.04%	216
2025 Q4	$333K	Buy	1,082 +44	+4%	+$13.2K	0.04%	194
2025 Q3	$312K	Sell	1,038 -24	-2%	-$6.56K	0.04%	200
2025 Q2	$273K	Buy	+1,062	New	+$233K	0.04%	207
2017 Q4	–	Sell	-4,344	Closed	-$503K	–	150
2017 Q3	$503K	Buy	4,344 +718	+20%	+$86.8K	0.28%	62
2017 Q2	$469K	Sell	3,626 -4	-0.1%	-$548	0.28%	61
2017 Q1	$518K	Buy	3,630 +515	+17%	+$74.5K	0.34%	49
2016 Q4	$472K	Buy	3,115 +750	+32%	+$109K	0.34%	55
2016 Q3	$336K	Buy	2,365 +92	+4%	+$13.7K	0.27%	68
2016 Q2	$343K	Buy	2,273 +259	+13%	+$37.8K	0.3%	66
2016 Q1	$307K	Hold	2,014	–	–	0.37%	55
2015 Q4	$301K	Hold	2,014	–	–	0.39%	51
2015 Q3	$243K	Hold	2,014	–	–	0.34%	53
2015 Q2	$256K	Hold	2,014	–	–	0.35%	55
2015 Q1	$239K	Hold	2,014	–	–	0.3%	56
2014 Q4	$244K	Hold	2,014	–	–	0.38%	53
2014 Q3	$247K	Hold	2,014	–	–	0.41%	47
2014 Q2	$254K	Hold	2,014	–	–	0.44%	48
2014 Q1	$250K	Buy	+2,014	New	+$249K	0.45%	47

Other funds holding GE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Occidental Asset Management's GE Position: Q3 2026 in Review

Occidental Asset Management increased its GE Aerospace (GE) stake by 22% in Q3 2026, buying an estimated $112K and bringing the position to 1,784 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #191.

Occidental Asset Management first reported a position in GE in Q1 2014 and has held it in 21 quarters since. 2,897 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Occidental Asset Management held 1,784 shares of GE Aerospace worth $557K as of Q3 2026.
Occidental Asset Management bought 324 GE Aerospace shares in Q3 2026, an estimated $112K.
GE Aerospace made up 0.05% of Occidental Asset Management's portfolio in Q3 2026, its #191 holding.
Occidental Asset Management first reported a position in GE Aerospace in Q1 2014 and has held it in 21 quarters since.
2,897 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.