Perennial Investment Advisors’s GE Aerospace GE Stock Holding History

Perennial Investment Advisors’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	$1.45M	Buy	5,094 +62	+1%	+$19.5K	0.12%	150
2025 Q4	$1.55M	Buy	5,032 +172	+4%	+$51.8K	0.12%	140
2025 Q3	$1.46M	Buy	4,860 +189	+4%	+$51.7K	0.12%	140
2025 Q2	$1.2M	Buy	4,671 +49	+1%	+$10.8K	0.12%	160
2025 Q1	$925K	Buy	4,622 +191	+4%	+$37.6K	0.1%	170
2024 Q4	$739K	Buy	4,431 +301	+7%	+$53.7K	0.09%	181
2024 Q3	$779K	Buy	4,130 +4	+0.1%	+$678	0.1%	169
2024 Q2	$656K	Sell	4,126 -1,259	-23%	-$201K	0.09%	167
2024 Q1	$755K	Buy	5,385 +53	+1%	+$6.25K	0.11%	149
2023 Q4	$543K	Buy	5,332 +1,464	+38%	+$136K	0.09%	169
2023 Q3	$341K	Buy	3,868 +242	+7%	+$21.8K	0.06%	219
2023 Q2	$318K	Sell	3,626 -70	-2%	-$5.67K	0.06%	240
2023 Q1	$282K	Buy	+3,696	New	+$247K	0.05%	248
2022 Q1	–	Sell	-3,825	Closed	-$224K	–	228
2021 Q4	$224K	Buy	3,825 +496	+15%	+$31.2K	0.07%	203
2021 Q3	$213K	Sell	3,329 -2	-0.1%	-$129	0.08%	199
2021 Q2	$223K	Sell	3,331 -3,047	-48%	-$203K	0.08%	191
2021 Q1	$417K	Buy	6,378 +2,994	+88%	+$181K	0.16%	115
2020 Q4	$182K	Buy	3,384 +4	+0.1%	+$179	0.08%	168
2020 Q3	$105K	Buy	3,380 +4	+0.1%	+$130	0.05%	143
2020 Q2	$115K	Buy	3,376 +1,267	+60%	+$42.7K	0.08%	122
2020 Q1	$84K	Buy	+2,109	New	+$112K	0.07%	113

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

Perennial Investment Advisors's GE Position: Q1 2026 in Review

Perennial Investment Advisors increased its GE Aerospace (GE) stake by 1.2% in Q1 2026, buying an estimated $19.5K and bringing the position to 5,094 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #150.

Perennial Investment Advisors first reported a position in GE in Q1 2020 and has held it in 21 quarters since. The position peaked at $1.55M in Q4 2025. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Perennial Investment Advisors held 5,094 shares of GE Aerospace worth $1.45M as of Q1 2026.
Perennial Investment Advisors bought 62 GE Aerospace shares in Q1 2026, an estimated $19.5K.
GE Aerospace made up 0.12% of Perennial Investment Advisors's portfolio in Q1 2026, its #150 holding.
Perennial Investment Advisors first reported a position in GE Aerospace in Q1 2020 and has held it in 21 quarters since.
Perennial Investment Advisors's GE Aerospace position peaked at $1.55M in Q4 2025.
3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.