Root Financial Partners’s GE Aerospace GE Stock Holding History

Root Financial Partners’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	$1.06M	Buy	3,403 +370	+12%	+$128K	0.04%	126
2026 Q2	$1.13M	Buy	3,033 +405	+15%	+$127K	0.04%	115
2026 Q1	$746K	Sell	2,628 -419	-14%	-$132K	0.03%	122
2025 Q4	$938K	Buy	3,047 +844	+38%	+$254K	0.05%	102
2025 Q3	$663K	Buy	2,203 +342	+18%	+$93.5K	0.04%	113
2025 Q2	$479K	Buy	1,861 +631	+51%	+$138K	0.05%	125
2025 Q1	$246K	Buy	+1,230	New	+$242K	0.03%	180

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Root Financial Partners's GE Position: Q3 2026 in Review

Root Financial Partners increased its GE Aerospace (GE) stake by 12% in Q3 2026, buying an estimated $128K and bringing the position to 3,403 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #126.

Root Financial Partners first reported a position in GE in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2026. 1,448 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Root Financial Partners held 3,403 shares of GE Aerospace worth $1.06M as of Q3 2026.
Root Financial Partners bought 370 GE Aerospace shares in Q3 2026, an estimated $128K.
GE Aerospace made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #126 holding.
Root Financial Partners first reported a position in GE Aerospace in Q1 2025 and has held it in 7 quarters since.
Root Financial Partners's GE Aerospace position peaked at $1.13M in Q2 2026.
1,448 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.