Sowell Financial Services’s GE Aerospace GE Stock Holding History

Sowell Financial Services’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 Q2	$4.92M	Buy	13,158 +171	+1%	+$53.5K	0.16%	134
2026 Q1	$3.69M	Buy	12,987 +6,150	+90%	+$1.93M	0.14%	164
2025 Q4	$2.11M	Buy	6,837 +654	+11%	+$197K	0.08%	265
2025 Q3	$1.86M	Sell	6,183 -167	-3%	-$45.6K	0.07%	296
2025 Q2	$1.63M	Sell	6,350 -354	-5%	-$77.7K	0.07%	305
2025 Q1	$1.34M	Buy	+6,704	New	+$1.32M	0.06%	317
2023 Q2	–	Sell	-4,532	Closed	-$346K	–	654
2023 Q1	$346K	Buy	+4,532	New	+$303K	0.03%	522
2021 Q3	–	Sell	-5,122	Closed	-$344K	–	502
2021 Q2	$344K	Sell	5,122 -3,258	-39%	-$217K	0.02%	458
2021 Q1	$552K	Sell	8,380 -1,565	-16%	-$94.8K	0.02%	611
2020 Q4	$535K	Buy	9,945 +1,126	+13%	+$50.5K	0.02%	503
2020 Q3	$274K	Buy	8,819 +389	+5%	+$12.6K	0.01%	644
2020 Q2	$287K	Buy	8,430 +1,403	+20%	+$47.3K	0.02%	610
2020 Q1	$278K	Buy	7,027 +526	+8%	+$28K	0.02%	569
2019 Q4	$362K	Sell	6,501 -4,533	-41%	-$234K	0.03%	541
2019 Q3	$492K	Buy	+11,034	New	+$519K	0.04%	417
2019 Q1	$581K	Sell	11,669 -898	-7%	-$42.3K	0.06%	289
2018 Q4	$456K	Sell	12,567 -14,751	-54%	-$666K	0.06%	291
2018 Q3	$1.48M	Buy	27,318 +56	+0.2%	+$3.45K	0.21%	86
2018 Q2	$1.63M	Buy	27,262 +10,280	+61%	+$686K	0.35%	70
2018 Q1	$1.15M	Buy	16,982 +56	+0.3%	+$4.15K	0.29%	84
2017 Q4	$1.36M	Sell	16,926 -28,449	-63%	-$2.72M	0.33%	73
2017 Q3	$4.35M	Buy	45,375 +4,579	+11%	+$554K	1.13%	25
2017 Q2	$5M	Buy	40,796 +8,052	+25%	+$1.1M	1.42%	21
2017 Q1	$4.37M	Buy	32,744 +5,758	+21%	+$833K	1.29%	21
2016 Q4	$3.92M	Buy	+26,986	New	+$3.92M	1.31%	18

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sowell Financial Services's GE Position: Q2 2026 in Review

Sowell Financial Services increased its GE Aerospace (GE) stake by 1.3% in Q2 2026, buying an estimated $53.5K and bringing the position to 13,158 shares worth $4.92M. The position accounts for 0.16% of the portfolio, ranked #134.

Sowell Financial Services first reported a position in GE in Q4 2016 and has held it in 25 quarters since. The position peaked at $5M in Q2 2017. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Sowell Financial Services held 13,158 shares of GE Aerospace worth $4.92M as of Q2 2026.
Sowell Financial Services bought 171 GE Aerospace shares in Q2 2026, an estimated $53.5K.
GE Aerospace made up 0.16% of Sowell Financial Services's portfolio in Q2 2026, its #134 holding.
Sowell Financial Services first reported a position in GE Aerospace in Q4 2016 and has held it in 25 quarters since.
Sowell Financial Services's GE Aerospace position peaked at $5M in Q2 2017.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.