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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Root Financial Partners's GE Position: Q1 2026 in Review

Root Financial Partners reduced its GE Aerospace (GE) stake by 14% in Q1 2026, selling an estimated $132K and leaving 2,628 shares worth $746K. The position accounts for 0.03% of the portfolio, ranked #122.

Root Financial Partners first reported a position in GE in Q1 2025 and has held it in 5 quarters since. The position peaked at $938K in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Root Financial Partners held 2,628 shares of GE Aerospace worth $746K as of Q1 2026.
  • Root Financial Partners sold 419 GE Aerospace shares in Q1 2026, an estimated $132K.
  • GE Aerospace made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #122 holding.
  • Root Financial Partners first reported a position in GE Aerospace in Q1 2025 and has held it in 5 quarters since.
  • Root Financial Partners's GE Aerospace position peaked at $938K in Q4 2025.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.