Sargent Investment Group’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-160,509
Closed -$28K 193
2021
Q3
$28K Buy
160,509
+100,158
+166% +$6.44M 0.01% 190
2021
Q2
$281K Buy
+60,351
New +$4.03M 0.07% 166
2021
Q1
Sell
-20,064
Closed -$27K 202
2020
Q4
$27K Buy
+20,064
New +$899K 0.01% 182

Other funds holding GE

Sargent Investment Group's GE Position: Q1 2026 in Review

Sargent Investment Group reduced its GE Aerospace (GE) stake by 4.8% in Q1 2026, selling an estimated $238K and leaving 14,921 shares worth $4.23M. The position accounts for 0.56% of the portfolio, ranked #43.

Sargent Investment Group first reported a position in GE in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.7M in Q4 2021. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Sargent Investment Group held 14,921 shares of GE Aerospace worth $4.23M as of Q1 2026.
  • Sargent Investment Group sold 756 GE Aerospace shares in Q1 2026, an estimated $238K.
  • GE Aerospace made up 0.56% of Sargent Investment Group's portfolio in Q1 2026, its #43 holding.
  • Sargent Investment Group first reported a position in GE Aerospace in Q4 2018 and has held it in 30 quarters since.
  • Sargent Investment Group's GE Aerospace position peaked at $13.7M in Q4 2021.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.