Roxbury Financial’s GE Aerospace GE Stock Holding History

Roxbury 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 Q3	$107K	Hold	343	–	–	0.08%	144
2026 Q2	$128K	Buy	343 +38	+12%	+$11.9K	0.1%	129
2026 Q1	$86.5K	Hold	305	–	–	0.08%	149
2025 Q4	$93.8K	Buy	305 +1	+0.3%	+$301	0.08%	131
2025 Q3	$91.6K	Sell	304 -19	-6%	-$5.19K	0.08%	131
2025 Q2	$83.1K	Buy	323 +301	+1,368%	+$66K	0.08%	131
2025 Q1	$4.57K	Hold	22	–	–	﹤0.01%	303
2024 Q4	$4.02K	Buy	+22	New	+$3.93K	﹤0.01%	336

Other funds holding GE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Roxbury Financial's GE Position: Q3 2026 in Review

Roxbury Financial held its GE Aerospace (GE) position steady in Q3 2026 at 343 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #144.

Roxbury Financial first reported a position in GE in Q4 2024 and has held it in 8 quarters since. The position peaked at $128K in Q2 2026. 2,897 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Roxbury Financial held 343 shares of GE Aerospace worth $107K as of Q3 2026.
Roxbury Financial left its GE Aerospace share count unchanged in Q3 2026.
GE Aerospace made up 0.08% of Roxbury Financial's portfolio in Q3 2026, its #144 holding.
Roxbury Financial first reported a position in GE Aerospace in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's GE Aerospace position peaked at $128K in Q2 2026.
2,897 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.