Peak Financial Management’s GE Aerospace GE Stock Holding History

Peak Financial 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 Q1	$498K	Buy	1,756 +111	+7%	+$34.9K	0.13%	57
2025 Q4	$507K	Buy	1,645 +48	+3%	+$14.5K	0.13%	55
2025 Q3	$481K	Sell	1,597 -24	-1%	-$6.56K	0.13%	55
2025 Q2	$417K	Sell	1,621 -250	-13%	-$54.9K	0.12%	63
2025 Q1	$374K	Sell	1,871 -499	-21%	-$98.2K	0.11%	63
2024 Q4	$395K	Buy	2,370 +301	+15%	+$53.7K	0.12%	69
2024 Q3	$390K	Buy	2,069 +1	+0%	+$169	0.11%	67
2024 Q2	$329K	Buy	2,068 +497	+32%	+$79.3K	0.1%	70
2024 Q1	$220K	Buy	+1,571	New	+$185K	0.07%	89
2021 Q3	–	Sell	-3,804	Closed	-$255K	–	74
2021 Q2	$255K	Buy	3,804 +401	+12%	+$26.8K	0.09%	64
2021 Q1	$223K	Buy	3,403 +804	+31%	+$48.7K	0.08%	69
2020 Q4	$140K	Sell	2,599 -200	-7%	-$8.96K	0.05%	65
2020 Q3	$87K	Buy	+2,799	New	+$91K	0.04%	58
2017 Q4	–	Sell	-1,987	Closed	-$230K	–	50
2017 Q3	$230K	Buy	1,987 +50	+3%	+$6.04K	0.09%	44
2017 Q2	$251K	Buy	1,937 +5	+0.3%	+$685	0.1%	40
2017 Q1	$276K	Buy	+1,932	New	+$280K	0.11%	37
2016 Q4	–	Sell	-1,758	Closed	-$250K	–	42
2016 Q3	$250K	Buy	+1,758	New	+$262K	0.11%	25

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

Peak Financial Management's GE Position: Q1 2026 in Review

Peak Financial Management increased its GE Aerospace (GE) stake by 6.7% in Q1 2026, buying an estimated $34.9K and bringing the position to 1,756 shares worth $498K. The position accounts for 0.13% of the portfolio, ranked #57.

Peak Financial Management first reported a position in GE in Q3 2016 and has held it in 17 quarters since. The position peaked at $507K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Peak Financial Management held 1,756 shares of GE Aerospace worth $498K as of Q1 2026.
Peak Financial Management bought 111 GE Aerospace shares in Q1 2026, an estimated $34.9K.
GE Aerospace made up 0.13% of Peak Financial Management's portfolio in Q1 2026, its #57 holding.
Peak Financial Management first reported a position in GE Aerospace in Q3 2016 and has held it in 17 quarters since.
Peak Financial Management's GE Aerospace position peaked at $507K in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

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