Oxford Financial Group’s GE Aerospace GE Stock Holding History

Oxford Financial Group’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	$1.25M	Buy	4,394 +346	+9%	+$109K	0.07%	82
2025 Q4	$1.25M	Buy	4,048 +79	+2%	+$23.8K	0.07%	75
2025 Q3	$1.19M	Buy	3,969 +177	+5%	+$48.4K	0.07%	80
2025 Q2	$976K	Buy	3,792 +53	+1%	+$11.6K	0.06%	82
2025 Q1	$748K	Buy	3,739 +95	+3%	+$18.7K	0.05%	99
2024 Q4	$608K	Sell	3,644 -140	-4%	-$25K	0.04%	118
2024 Q3	$714K	Sell	3,784 -182	-5%	-$30.8K	0.05%	107
2024 Q2	$630K	Sell	3,966 -873	-18%	-$139K	0.04%	125
2024 Q1	$678K	Buy	4,839 +631	+15%	+$74.4K	0.05%	103
2023 Q4	$429K	Buy	4,208 +7	+0.2%	+$649	0.03%	153
2023 Q3	$371K	Sell	4,201 -197	-4%	-$17.7K	0.03%	153
2023 Q2	$386K	Buy	4,398 +1,148	+35%	+$93K	0.04%	154
2023 Q1	$248K	Sell	3,250 -1,491	-31%	-$99.7K	0.03%	167
2022 Q4	$248K	Buy	+4,741	New	+$233K	0.03%	173
2022 Q2	–	Sell	-4,534	Closed	-$258K	–	279
2022 Q1	$258K	Hold	4,534	–	–	0.03%	171
2021 Q4	$267K	Buy	4,534 +46	+1%	+$2.89K	0.03%	170
2021 Q3	$288K	Sell	4,488 -172	-4%	-$11.1K	0.04%	155
2021 Q2	$313K	Buy	4,660 +200	+4%	+$13.3K	0.04%	144
2021 Q1	$292K	Sell	4,460 -81	-2%	-$4.91K	0.04%	148
2020 Q4	$244K	Buy	4,541 +81	+2%	+$3.63K	0.04%	159
2020 Q3	$138K	Hold	4,460	–	–	0.02%	159
2020 Q2	$152K	Buy	+4,460	New	+$150K	0.03%	155

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

Oxford Financial Group's GE Position: Q1 2026 in Review

Oxford Financial Group increased its GE Aerospace (GE) stake by 8.5% in Q1 2026, buying an estimated $109K and bringing the position to 4,394 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #82.

Oxford Financial Group first reported a position in GE in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.25M in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Oxford Financial Group held 4,394 shares of GE Aerospace worth $1.25M as of Q1 2026.
Oxford Financial Group bought 346 GE Aerospace shares in Q1 2026, an estimated $109K.
GE Aerospace made up 0.07% of Oxford Financial Group's portfolio in Q1 2026, its #82 holding.
Oxford Financial Group first reported a position in GE Aerospace in Q2 2020 and has held it in 22 quarters since.
Oxford Financial Group's GE Aerospace position peaked at $1.25M in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.