Steward Partners Investment Advisory’s GE Aerospace GE Stock Holding History

Steward Partners Investment Advisory’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	$29.2M	Buy	102,753 +5,305	+5%	+$1.67M	0.15%	124
2025 Q4	$30M	Sell	97,448 -762	-0.8%	-$229K	0.16%	117
2025 Q3	$29.5M	Buy	98,210 +1,956	+2%	+$535K	0.17%	110
2025 Q2	$24.8M	Sell	96,254 -8,757	-8%	-$1.92M	0.19%	104
2025 Q1	$21M	Buy	105,011 +4,207	+4%	+$828K	0.19%	108
2024 Q4	$16.8M	Sell	100,804 -404	-0.4%	-$72.1K	0.15%	135
2024 Q3	$19.1M	Buy	101,208 +20,726	+26%	+$3.51M	0.18%	124
2024 Q2	$12.8M	Sell	80,482 -16,341	-17%	-$2.61M	0.13%	161
2024 Q1	$13.6M	Buy	96,823 +4,976	+5%	+$586K	0.15%	148
2023 Q4	$9.36M	Buy	91,847 +1,280	+1%	+$119K	0.13%	168
2023 Q3	$7.99M	Buy	90,567 +26,361	+41%	+$2.37M	0.12%	176
2023 Q2	$5.63M	Buy	64,206 +760	+1%	+$61.5K	0.08%	242
2023 Q1	$4.84M	Sell	63,446 -16,131	-20%	-$1.08M	0.08%	261
2022 Q4	$4.15M	Buy	79,577 +30,090	+61%	+$1.48M	0.07%	283
2022 Q3	$1.91M	Buy	49,487 +10,101	+26%	+$444K	0.04%	445
2022 Q2	$1.56M	Buy	39,386 +1,339	+4%	+$64.9K	0.03%	507
2022 Q1	$2.17M	Sell	38,047 -2,986	-7%	-$178K	0.03%	456
2021 Q4	$2.42M	Sell	41,033 -11,335	-22%	-$712K	0.04%	441
2021 Q3	$3.36M	Buy	52,368 +12,382	+31%	+$796K	0.06%	329
2021 Q2	$2.68M	Sell	39,986 -9,411	-19%	-$628K	0.05%	377
2021 Q1	$3.23M	Buy	49,397 +11,289	+30%	+$684K	0.06%	328
2020 Q4	$2.05M	Buy	38,108 +1,440	+4%	+$64.5K	0.04%	361
2020 Q3	$1.14M	Sell	36,668 -489	-1%	-$15.9K	0.03%	447
2020 Q2	$1.26M	Sell	37,157 -15,367	-29%	-$518K	0.04%	395
2020 Q1	$2.08M	Buy	52,524 +12,968	+33%	+$691K	0.08%	253
2019 Q4	$2.2M	Sell	39,556 -2,123	-5%	-$110K	0.07%	287
2019 Q3	$1.86M	Sell	41,679 -6,799	-14%	-$320K	0.06%	285
2019 Q2	$2.54M	Buy	48,478 +1,058	+2%	+$52.1K	0.09%	220
2019 Q1	$2.36M	Sell	47,420 -4,895	-9%	-$230K	0.1%	207
2018 Q4	$1.9M	Sell	52,315 -7,022	-12%	-$317K	0.09%	230
2018 Q3	$3.21M	Buy	59,337 +7,684	+15%	+$474K	0.15%	150
2018 Q2	$3.37M	Buy	51,653 +2,395	+5%	+$160K	0.2%	117
2018 Q1	$3.18M	Buy	49,258 +350	+0.7%	+$25.9K	0.22%	106
2017 Q4	$4.09M	Buy	48,908 +1,103	+2%	+$105K	0.31%	81
2017 Q3	$5.54M	Buy	47,805 +103	+0.2%	+$12.5K	0.56%	41
2017 Q2	$6.17M	Buy	47,702 +3,765	+9%	+$516K	0.69%	35
2017 Q1	$6.27M	Buy	43,937 +15,038	+52%	+$2.18M	0.95%	24
2016 Q4	$4.38M	Buy	+28,899	New	+$4.2M	2%	10

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

Steward Partners Investment Advisory's GE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its GE Aerospace (GE) stake by 5.4% in Q1 2026, buying an estimated $1.67M and bringing the position to 102,753 shares worth $29.2M. The position accounts for 0.15% of the portfolio, ranked #124.

Steward Partners Investment Advisory first reported a position in GE in Q4 2016 and has held it in 38 quarters since. The position peaked at $30M in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Steward Partners Investment Advisory held 102,753 shares of GE Aerospace worth $29.2M as of Q1 2026.
Steward Partners Investment Advisory bought 5,305 GE Aerospace shares in Q1 2026, an estimated $1.67M.
GE Aerospace made up 0.15% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #124 holding.
Steward Partners Investment Advisory first reported a position in GE Aerospace in Q4 2016 and has held it in 38 quarters since.
Steward Partners Investment Advisory's GE Aerospace position peaked at $30M in Q4 2025.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.