Richard Bernstein Advisors’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-15,972
Closed -$4.8M 189
2025
Q3
$4.8M Sell
15,972
-17,305
-52% -$4.73M 0.14% 34
2025
Q2
$8.57M Sell
33,277
-3,082
-8% -$676K 0.21% 36
2025
Q1
$7.28M Sell
36,359
-1,795
-5% -$353K 0.18% 40
2024
Q4
$6.36M Hold
38,154
0.14% 50
2024
Q3
$7.2M Hold
38,154
0.15% 43
2024
Q2
$6.07M Sell
38,154
-9,653
-20% -$1.54M 0.13% 54
2024
Q1
$6.7M Buy
47,807
+18,686
+64% +$2.2M 0.14% 52
2023
Q4
$2.97M Sell
29,121
-8,415
-22% -$780K 0.07% 144
2023
Q3
$3.31M Buy
37,536
+4,086
+12% +$367K 0.07% 93
2023
Q2
$2.93M Hold
33,450
0.06% 113
2023
Q1
$2.55M Sell
33,450
-9,400
-22% -$629K 0.05% 140
2022
Q4
$2.24M Sell
42,850
-14,006
-25% -$689K 0.05% 153
2022
Q3
$2.19M Hold
56,856
0.05% 151
2022
Q2
$2.25M Hold
56,856
0.05% 163
2022
Q1
$3.24M Hold
56,856
0.06% 152
2021
Q4
$3.35M Hold
56,856
0.06% 150
2021
Q3
$3.65M Buy
56,856
+3,120
+6% +$201K 0.07% 145
2021
Q2
$3.6M Buy
+53,736
New +$3.59M 0.07% 148
2018
Q3
Sell
-70,642
Closed -$4.61M 348
2018
Q2
$4.61M Buy
70,642
+3,694
+6% +$246K 0.15% 119
2018
Q1
$4.33M Hold
66,948
0.15% 128
2017
Q4
$5.6M Buy
66,948
+8,091
+14% +$772K 0.25% 86
2017
Q3
$6.82M Hold
58,857
0.47% 54
2017
Q2
$7.62M Hold
58,857
0.58% 40
2017
Q1
$8.41M Sell
58,857
-21,834
-27% -$3.16M 0.65% 35
2016
Q4
$12.2M Hold
80,691
1.02% 14
2016
Q3
$11.5M Hold
80,691
1.09% 12
2016
Q2
$12.2M Hold
80,691
1.16% 11
2016
Q1
$12.3M Sell
80,691
-6,820
-8% -$963K 1.23% 10
2015
Q4
$13.1M Hold
87,511
1.67% 8
2015
Q3
$10.6M Sell
87,511
-4,633
-5% -$568K 1.45% 11
2015
Q2
$11.7M Buy
92,144
+5,160
+6% +$669K 1.42% 7
2015
Q1
$10.3M Hold
86,984
1.35% 8
2014
Q4
$10.5M Buy
86,984
+9,136
+12% +$1.12M 1.09% 9
2014
Q3
$9.56M Hold
77,848
1.01% 12
2014
Q2
$9.8M Hold
77,848
1.15% 9
2014
Q1
$9.66M Buy
77,848
+27,157
+54% +$3.35M 1.37% 9
2013
Q4
$6.81M Buy
50,691
+9,929
+24% +$1.25M 1.38% 9
2013
Q3
$4.67M Hold
40,762
1.38% 4
2013
Q2
$4.53M Buy
+40,762
New +$4.51M 1.49% 4

Other funds holding GE

Richard Bernstein Advisors's GE Position: Q4 2025 in Review

Richard Bernstein Advisors sold out of GE Aerospace (GE) in Q4 2025, closing a stake of 15,972 shares — an estimated $4.8M sold.

Richard Bernstein Advisors first reported a position in GE in Q2 2013 and held it in 39 quarters. The position peaked at $13.1M in Q4 2015. 3,214 funds tracked by Wall St. Rank hold GE as of Q4 2025.

  • Richard Bernstein Advisors reported no remaining GE Aerospace position as of Q4 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 15,972 GE Aerospace shares in Q4 2025, an estimated $4.8M.
  • Richard Bernstein Advisors first reported a position in GE Aerospace in Q2 2013 and held it in 39 quarters.
  • Richard Bernstein Advisors's GE Aerospace position peaked at $13.1M in Q4 2015.
  • 3,214 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2025.

Based on Richard Bernstein Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.