Summit Global Investments’s GE Aerospace GE Stock Holding History

Summit Global Investments’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	$1.08M	Sell	2,902 -903	-24%	-$283K	0.06%	191
2026 Q1	$1.08M	Sell	3,805 -729	-16%	-$229K	0.06%	174
2025 Q4	$1.4M	Buy	+4,534	New	+$1.37M	0.08%	131
2025 Q3	–	Sell	-9,412	Closed	-$2.42M	–	496
2025 Q2	$2.42M	Buy	+9,412	New	+$2.07M	0.14%	99
2023 Q4	–	Sell	-2,467	Closed	-$218K	–	543
2023 Q3	$218K	Buy	+2,467	New	+$222K	0.01%	472

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

Summit Global Investments's GE Position: Q2 2026 in Review

Summit Global Investments reduced its GE Aerospace (GE) stake by 24% in Q2 2026, selling an estimated $283K and leaving 2,902 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #191.

Summit Global Investments first reported a position in GE in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.42M in Q2 2025. 3,437 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Summit Global Investments held 2,902 shares of GE Aerospace worth $1.08M as of Q2 2026.
Summit Global Investments sold 903 GE Aerospace shares in Q2 2026, an estimated $283K.
GE Aerospace made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #191 holding.
Summit Global Investments first reported a position in GE Aerospace in Q3 2023 and has held it in 5 quarters since.
Summit Global Investments's GE Aerospace position peaked at $2.42M in Q2 2025.
3,437 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.