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Summit Financial’s GE Aerospace GE Stock Holding History

Summit Financial’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 		$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

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

Summit Financial's GE Position: Q1 2026 in Review

Summit Financial increased its GE Aerospace (GE) stake by 23% in Q1 2026, buying an estimated $1.5M and bringing the position to 25,382 shares worth $7.21M. The position accounts for 0.09% of the portfolio, ranked #226.

Summit Financial first reported a position in GE in Q3 2023 and has held it in 11 quarters since. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Summit Financial held 25,382 shares of GE Aerospace worth $7.21M as of Q1 2026.
  • Summit Financial bought 4,783 GE Aerospace shares in Q1 2026, an estimated $1.5M.
  • GE Aerospace made up 0.09% of Summit Financial's portfolio in Q1 2026, its #226 holding.
  • Summit Financial first reported a position in GE Aerospace in Q3 2023 and has held it in 11 quarters since.
  • 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.