SPFA
GE icon

Summit Place Financial Advisors’s GE Aerospace GE Stock Holding History

Summit Place Financial Advisors’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 		$5.8M Sell
15,511
-90
-0.6% -$28.2K 2.54% 6
2026
Q1 		$4.43M Sell
15,601
-48
-0.3% -$15.1K 2.13% 11
2025
Q4 		$4.82M Sell
15,649
-989
-6% -$298K 2.33% 8
2025
Q3 		$5.01M Sell
16,638
-535
-3% -$146K 2.36% 9
2025
Q2 		$4.42M Sell
17,173
-150
-0.9% -$32.9K 2.22% 10
2025
Q1 		$3.47M Sell
17,323
-880
-5% -$173K 1.96% 14
2024
Q4 		$3.04M Sell
18,203
-323
-2% -$57.6K 1.73% 22
2024
Q3 		$3.49M Sell
18,526
-1,580
-8% -$268K 1.95% 15
2024
Q2 		$3.2M Sell
20,106
-5,127
-20% -$819K 1.89% 16
2024
Q1 		$3.53M Sell
25,233
-1,243
-5% -$146K 2.07% 13
2023
Q4 		$2.7M Buy
26,476
+555
+2% +$51.4K 1.76% 25
2023
Q3 		$2.29M Sell
25,921
-2,487
-9% -$224K 1.63% 24
2023
Q2 		$2.49M Sell
28,408
-1,441
-5% -$117K 1.61% 29
2023
Q1 		$2.28M Buy
29,849
+6,761
+29% +$452K 1.62% 28
2022
Q4 		$1.21M Buy
23,088
+5,063
+28% +$249K 0.99% 44
2022
Q3 		$695K Sell
18,025
-2,556
-12% -$112K 0.65% 55
2022
Q2 		$816K Buy
20,581
+2,090
+11% +$101K 0.68% 59
2022
Q1 		$1.05M Buy
18,491
+2,832
+18% +$169K 0.71% 57
2021
Q4 		$922K Buy
15,659
+491
+3% +$30.8K 0.64% 53
2021
Q3 		$974K Buy
15,168
+586
+4% +$37.7K 0.71% 53
2021
Q2 		$978K Buy
14,582
+166
+1% +$11.1K 0.72% 50
2021
Q1 		$943K Sell
14,416
-8,938
-38% -$541K 0.76% 53
2020
Q4 		$1.26M Sell
23,354
-9,751
-29% -$437K 1.09% 40
2020
Q3 		$1.03M Sell
33,105
-5,780
-15% -$188K 1.03% 43
2020
Q2 		$1.32M Buy
38,885
+764
+2% +$25.8K 2.09% 24
2020
Q1 		$1.51M Buy
38,121
+9,290
+32% +$495K 3.22% 11
2019
Q4 		$1.6M Buy
+28,831
New +$1.49M 2.54% 19

Other funds holding GE

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Place Financial Advisors's GE Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its GE Aerospace (GE) stake by 0.58% in Q2 2026, selling an estimated $28.2K and leaving 15,511 shares worth $5.8M. The position accounts for 2.54% of the portfolio, ranked #6.

Summit Place Financial Advisors first reported a position in GE in Q4 2019 and has held it in 27 quarters since. 1,451 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Summit Place Financial Advisors held 15,511 shares of GE Aerospace worth $5.8M as of Q2 2026.
  • Summit Place Financial Advisors sold 90 GE Aerospace shares in Q2 2026, an estimated $28.2K.
  • GE Aerospace made up 2.54% of Summit Place Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Summit Place Financial Advisors first reported a position in GE Aerospace in Q4 2019 and has held it in 27 quarters since.
  • 1,451 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.