Phillips Financial Management’s GE Aerospace GE Stock Holding History

Phillips 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	$265K	Sell	933 -105	-10%	-$33K	0.02%	172
2025 Q4	$320K	Sell	1,038 -45	-4%	-$13.6K	0.02%	164
2025 Q3	$326K	Buy	+1,083	New	+$296K	0.02%	166
2017 Q4	–	Sell	-2,210	Closed	-$256K	–	70
2017 Q3	$256K	Hold	2,210	–	–	0.06%	70
2017 Q2	$269K	Buy	+2,210	New	+$303K	0.06%	70
2015 Q4	–	Sell	-2,113	Closed	-$276K	–	62
2015 Q3	$276K	Hold	2,113	–	–	0.08%	62
2015 Q2	$275K	Sell	2,113 -1,411	-40%	-$183K	0.08%	62
2015 Q1	$456K	Sell	3,524 -51	-1%	-$6.07K	0.12%	61
2014 Q4	$413K	Sell	3,575 -575	-14%	-$70.7K	0.12%	65
2014 Q3	$483K	Hold	4,150	–	–	0.15%	65
2014 Q2	$521K	Sell	4,150 -145	-3%	-$18.4K	0.16%	60
2014 Q1	$547K	Sell	4,295 -41	-0.9%	-$5.07K	0.17%	60
2013 Q4	$571K	Sell	4,336 -722	-14%	-$90.9K	0.19%	56
2013 Q3	$583K	Sell	5,058 -159	-3%	-$18.2K	0.21%	54
2013 Q2	$589K	Buy	+5,217	New	+$578K	0.21%	51

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

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

Phillips Financial Management reduced its GE Aerospace (GE) stake by 10% in Q1 2026, selling an estimated $33K and leaving 933 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #172.

Phillips Financial Management first reported a position in GE in Q2 2013 and has held it in 15 quarters since. The position peaked at $589K in Q2 2013. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Phillips Financial Management held 933 shares of GE Aerospace worth $265K as of Q1 2026.
Phillips Financial Management sold 105 GE Aerospace shares in Q1 2026, an estimated $33K.
GE Aerospace made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #172 holding.
Phillips Financial Management first reported a position in GE Aerospace in Q2 2013 and has held it in 15 quarters since.
Phillips Financial Management's GE Aerospace position peaked at $589K in Q2 2013.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.