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Sage Mountain Advisors’s GE Aerospace GE Stock Holding History

Sage Mountain Advisors’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 		– Sell
-7,194
Closed -$2.22M – 405
2025
Q4 		$2.22M Sell
7,194
-386
-5% -$116K 0.12% 92
2025
Q3 		$2.28M Buy
7,580
+1,149
+18% +$314K 0.13% 84
2025
Q2 		$1.66M Buy
6,431
+842
+15% +$185K 0.11% 88
2025
Q1 		$1.12M Buy
5,589
+747
+15% +$147K 0.08% 107
2024
Q4 		$808K Buy
4,842
+451
+10% +$80.5K 0.06% 146
2024
Q3 		$828K Sell
4,391
-258
-6% -$43.7K 0.07% 131
2024
Q2 		$739K Buy
4,649
+163
+4% +$26K 0.07% 127
2024
Q1 		$628K Buy
4,486
+13
+0.3% +$1.53K 0.07% 128
2023
Q4 		$456K Buy
4,473
+47
+1% +$4.35K 0.05% 143
2023
Q3 		$390K Buy
4,426
+236
+6% +$21.2K 0.05% 146
2023
Q2 		$367K Buy
4,190
+150
+4% +$12.1K 0.05% 156
2023
Q1 		$308K Buy
+4,040
New +$270K 0.05% 164
2022
Q2 		– Sell
-4,470
Closed -$255K – 624
2022
Q1 		$255K Sell
4,470
-949
-18% -$56.6K 0.04% 414
2021
Q4 		$319K Buy
5,419
+1,034
+24% +$65K 0.04% 426
2021
Q3 		$281K Buy
4,385
+471
+12% +$30.3K 0.04% 370
2021
Q2 		$263K Buy
+3,914
New +$261K 0.04% 336

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

Sage Mountain Advisors's GE Position: Q1 2026 in Review

Sage Mountain Advisors sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 7,194 shares — an estimated $2.22M sold.

Sage Mountain Advisors first reported a position in GE in Q2 2021 and held it in 16 quarters. The position peaked at $2.28M in Q3 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Sage Mountain Advisors reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 7,194 GE Aerospace shares in Q1 2026, an estimated $2.22M.
  • Sage Mountain Advisors first reported a position in GE Aerospace in Q2 2021 and held it in 16 quarters.
  • Sage Mountain Advisors's GE Aerospace position peaked at $2.28M in Q3 2025.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.