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 Q3	$319K	Buy	1,022 +75	+8%	+$26K	0.02%	154
2026 Q2	$354K	Buy	947 +14	+2%	+$4.38K	0.03%	157
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%	-$5.06K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Phillips Financial Management's GE Position: Q3 2026 in Review

Phillips Financial Management increased its GE Aerospace (GE) stake by 7.9% in Q3 2026, buying an estimated $26K and bringing the position to 1,022 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #154.

Phillips Financial Management first reported a position in GE in Q2 2013 and has held it in 17 quarters since. The position peaked at $589K in Q2 2013. 2,262 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Phillips Financial Management held 1,022 shares of GE Aerospace worth $319K as of Q3 2026.
Phillips Financial Management bought 75 GE Aerospace shares in Q3 2026, an estimated $26K.
GE Aerospace made up 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #154 holding.
Phillips Financial Management first reported a position in GE Aerospace in Q2 2013 and has held it in 17 quarters since.
Phillips Financial Management's GE Aerospace position peaked at $589K in Q2 2013.
2,262 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.