Summit Financial’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10M Buy
26,872
+1,490
+6% +$466K 0.11% 178
2026
Q1
$7.21M Buy
25,382
+4,783
+23% +$1.5M 0.09% 226
2025
Q4
$6.35M Buy
20,599
+577
+3% +$174K 0.09% 217
2025
Q3
$6.02M Buy
20,022
+4,457
+29% +$1.22M 0.09% 218
2025
Q2
$4.01M Buy
15,565
+6,245
+67% +$1.37M 0.09% 191
2025
Q1
$1.87M Buy
9,320
+39
+0.4% +$7.67K 0.05% 267
2024
Q4
$1.55M Buy
9,281
+1,063
+13% +$190K 0.05% 249
2024
Q3
$1.55M Buy
8,218
+2,357
+40% +$399K 0.06% 201
2024
Q2
$932K Buy
5,861
+2,410
+70% +$385K 0.04% 240
2024
Q1
$483K Buy
3,451
+1,110
+47% +$131K 0.03% 261
2023
Q4
$239K Sell
2,341
-10
-0.4% -$926 0.02% 323
2023
Q3
$208K Buy
+2,351
New +$211K 0.02% 322

Other funds holding GE

Summit Financial's GE Position: Q2 2026 in Review

Summit Financial increased its GE Aerospace (GE) stake by 5.9% in Q2 2026, buying an estimated $466K and bringing the position to 26,872 shares worth $10M. The position accounts for 0.11% of the portfolio, ranked #178.

Summit Financial first reported a position in GE in Q3 2023 and has held it in 12 quarters since. 3,453 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Summit Financial held 26,872 shares of GE Aerospace worth $10M as of Q2 2026.
  • Summit Financial bought 1,490 GE Aerospace shares in Q2 2026, an estimated $466K.
  • GE Aerospace made up 0.11% of Summit Financial's portfolio in Q2 2026, its #178 holding.
  • Summit Financial first reported a position in GE Aerospace in Q3 2023 and has held it in 12 quarters since.
  • 3,453 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.