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Phoenix Financial’s GE Aerospace GE Stock Holding History

Phoenix Financial’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 		$1.47M Sell
5,196
-9,104
-64% -$2.86M 0.01% 197
2025
Q4 		$4.4M Sell
14,300
-6,386
-31% -$1.92M 0.05% 140
2025
Q3 		$5.64M Buy
20,686
+3,829
+23% +$1.05M 0.07% 122
2025
Q2 		$4.32M Sell
16,857
-4,401
-21% -$966K 0.06% 143
2025
Q1 		$4.26M Sell
21,258
-1,493
-7% -$294K 0.07% 139
2024
Q4 		$3.79M Sell
22,751
-202
-0.9% -$36K 0.05% 154
2024
Q3 		$4.33M Buy
22,953
+1,484
+7% +$251K 0.06% 145
2024
Q2 		$3.42M Sell
21,469
-8,013
-27% -$1.28M 0.05% 163
2024
Q1 		$4.13M Sell
29,482
-1,328
-4% -$156K 0.06% 152
2023
Q4 		$3.14M Sell
30,810
-467
-1% -$43.3K 0.05% 159
2023
Q3 		$2.77M Sell
31,277
-913
-3% -$82.1K 0.05% 162
2023
Q2 		$2.81M Buy
32,190
+2,975
+10% +$241K 0.06% 129
2023
Q1 		$2.22M Sell
29,215
-12,660
-30% -$847K 0.05% 140
2022
Q4 		$2.19M Sell
41,875
-756
-2% -$37.2K 0.04% 131
2022
Q3 		$1.66M Buy
42,631
+5,500
+15% +$242K 0.04% 163
2022
Q2 		$1.47M Buy
37,131
+3,100
+9% +$150K 0.03% 196
2022
Q1 		$1.96M Sell
34,031
-212
-0.6% -$12.6K 0.03% 196
2021
Q4 		$2.02M Buy
34,243
+3,282
+11% +$206K 0.03% 192
2021
Q3 		$2M Sell
30,961
-4,464
-13% -$287K 0.03% 210
2021
Q2 		$2.36M Buy
35,425
+401
+1% +$26.8K 0.04% 206
2021
Q1 		$2.3M Buy
35,024
+26,718
+322% +$1.62M 0.05% 198
2020
Q4 		$444K Buy
+8,306
New +$372K 0.01% 262

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Phoenix Financial's GE Position: Q1 2026 in Review

Phoenix Financial reduced its GE Aerospace (GE) stake by 64% in Q1 2026, selling an estimated $2.86M and leaving 5,196 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #197.

Phoenix Financial first reported a position in GE in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.64M in Q3 2025. 3,218 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Phoenix Financial held 5,196 shares of GE Aerospace worth $1.47M as of Q1 2026.
  • Phoenix Financial sold 9,104 GE Aerospace shares in Q1 2026, an estimated $2.86M.
  • GE Aerospace made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #197 holding.
  • Phoenix Financial first reported a position in GE Aerospace in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Financial's GE Aerospace position peaked at $5.64M in Q3 2025.
  • 3,218 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.