Summit Securities Group’s GE Aerospace GE Stock Holding History

Summit Securities Group’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
2021 Q3	–	Sell	-40	Closed	-$269K	–	764
2021 Q2	$269K	Buy	+40	New	+$2.67K	0.02%	557
2020 Q2	–	Sell	-40	Closed	-$159K	–	433
2020 Q1	$159K	Buy	+40	New	+$2.13K	0.03%	260
2019 Q2	–	Sell	-122	Closed	-$608K	–	348
2019 Q1	$608K	Buy	+122	New	+$5.74K	0.11%	105
2016 Q4	–	Sell	-139	Closed	-$1.97M	–	283
2016 Q3	$1.97M	Buy	139 +95	+216%	+$14.2K	0.66%	26
2016 Q2	$246K	Buy	+44	New	+$6.42K	0.13%	162
2014 Q4	–	Sell	-734	Closed	-$526K	–	650
2014 Q3	$526K	Buy	+734	New	+$91.5K	0.15%	101

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

Summit Securities Group's GE Position: Q1 2026 in Review

Summit Securities Group reduced its GE Aerospace (GE) stake by 89% in Q1 2026, selling an estimated $438K and leaving 172 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #395.

Summit Securities Group first reported a position in GE in Q2 2013 and has held it in 38 quarters since. The position peaked at $17.2M in Q4 2015. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Summit Securities Group held 172 shares of GE Aerospace worth $48.8K as of Q1 2026.
Summit Securities Group sold 1,394 GE Aerospace shares in Q1 2026, an estimated $438K.
GE Aerospace made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #395 holding.
Summit Securities Group first reported a position in GE Aerospace in Q2 2013 and has held it in 38 quarters since.
Summit Securities Group's GE Aerospace position peaked at $17.2M in Q4 2015.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.