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Scholtz & Company’s GE Aerospace GE Stock Holding History

Scholtz & Company’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 		$6.57M Sell
23,149
-3,518
-13% -$1.11M 3.36% 7
2025
Q4 		$8.21M Buy
26,667
+69
+0.3% +$20.8K 3.57% 7
2025
Q3 		$8M Sell
26,598
-1,474
-5% -$403K 3.52% 7
2025
Q2 		$7.23M Sell
28,072
-3,314
-11% -$727K 3.17% 10
2025
Q1 		$6.28M Sell
31,386
-291
-0.9% -$57.3K 3.11% 12
2024
Q4 		$5.28M Sell
31,677
-13,198
-29% -$2.36M 2.52% 15
2024
Q3 		$8.46M Buy
44,875
+1,158
+3% +$196K 3.99% 11
2024
Q2 		$6.95M Sell
43,717
-6,510
-13% -$1.04M 2.96% 11
2024
Q1 		$7.04M Buy
50,227
+46,719
+1,332% +$5.51M 3.11% 14
2023
Q4 		$357K Buy
+3,508
New +$325K 0.18% 53
2017
Q4 		– Sell
-2,702
Closed -$313K – 64
2017
Q3 		$313K Buy
+2,702
New +$327K 0.25% 56
2014
Q4 		– Sell
-1,878
Closed -$231K – 56
2014
Q3 		$231K Sell
1,878
-14,297
-88% -$1.78M 0.23% 58
2014
Q2 		$2.04M Buy
16,175
+459
+3% +$58.4K 1.93% 23
2014
Q1 		$1.95M Buy
+15,716
New +$1.94M 2.09% 18

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

Scholtz & Company's GE Position: Q1 2026 in Review

Scholtz & Company reduced its GE Aerospace (GE) stake by 13% in Q1 2026, selling an estimated $1.11M and leaving 23,149 shares worth $6.57M. The position accounts for 3.36% of the portfolio, ranked #7.

Scholtz & Company first reported a position in GE in Q1 2014 and has held it in 14 quarters since. The position peaked at $8.46M in Q3 2024. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Scholtz & Company held 23,149 shares of GE Aerospace worth $6.57M as of Q1 2026.
  • Scholtz & Company sold 3,518 GE Aerospace shares in Q1 2026, an estimated $1.11M.
  • GE Aerospace made up 3.36% of Scholtz & Company's portfolio in Q1 2026, its #7 holding.
  • Scholtz & Company first reported a position in GE Aerospace in Q1 2014 and has held it in 14 quarters since.
  • Scholtz & Company's GE Aerospace position peaked at $8.46M in Q3 2024.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.