Skye Global Management’s GE Aerospace GE Stock Holding History

Skye Global Management’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	$341M	Sell	1,202,000 -58,000	-5%	-$18.2M	6.82%	2
2025 Q4	$388M	Sell	1,260,000 -22,000	-2%	-$6.62M	7.16%	2
2025 Q3	$386M	Hold	1,282,000	–	–	7.72%	3
2025 Q2	$330M	Hold	1,282,000	–	–	5.74%	4
2025 Q1	$257M	Sell	1,282,000 -156,000	-11%	-$30.7M	6.82%	3
2024 Q4	$240M	Sell	1,438,000 -70,000	-5%	-$12.5M	5%	3
2024 Q3	$284M	Sell	1,508,000 -62,000	-4%	-$10.5M	6.87%	2
2024 Q2	$250M	Sell	1,570,000 -219,284	-12%	-$35M	5.65%	3
2024 Q1	$251M	Buy	1,789,284 +947,268	+113%	+$112M	5.95%	5
2023 Q4	$85.8M	Buy	842,016 +530,645	+170%	+$49.2M	2.46%	7
2023 Q3	$27.5M	Buy	+311,371	New	+$28M	0.8%	14
2021 Q1	–	Sell	-22,070	Closed	-$1.19M	–	68
2020 Q4	$1.19M	Sell	22,070 -22,070	-50%	-$989K	0.03%	48
2020 Q3	$1.37M	Buy	+44,140	New	+$1.43M	0.04%	54

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Skye Global Management's GE Position: Q1 2026 in Review

Skye Global Management reduced its GE Aerospace (GE) stake by 4.6% in Q1 2026, selling an estimated $18.2M and leaving 1,202,000 shares worth $341M. The position accounts for 6.82% of the portfolio, ranked #2.

Skye Global Management first reported a position in GE in Q3 2020 and has held it in 13 quarters since. The position peaked at $388M in Q4 2025. 3,207 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Skye Global Management held 1,202,000 shares of GE Aerospace worth $341M as of Q1 2026.
Skye Global Management sold 58,000 GE Aerospace shares in Q1 2026, an estimated $18.2M.
GE Aerospace made up 6.82% of Skye Global Management's portfolio in Q1 2026, its #2 holding.
Skye Global Management first reported a position in GE Aerospace in Q3 2020 and has held it in 13 quarters since.
Skye Global Management's GE Aerospace position peaked at $388M in Q4 2025.
3,207 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.