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	–	766
2021 Q2	$269K	Buy	+40	New	+$2.67K	0.02%	558
2020 Q2	–	Sell	-140	Closed	-$556K	–	435
2020 Q1	$556K	Buy	+140	New	+$7.46K	0.1%	157
2018 Q3	–	Sell	-35	Closed	-$229K	–	220
2018 Q2	$229K	Buy	+35	New	+$2.33K	0.03%	194
2016 Q3	–	Sell	-83	Closed	-$1K	–	204
2016 Q2	$1K	Buy	+83	New	+$12.1K	﹤0.01%	239
2016 Q1	–	Sell	-615	Closed	-$4K	–	218
2015 Q4	$4K	Buy	+615	New	+$87.3K	﹤0.01%	247
2015 Q2	–	Sell	-74	Closed	-$195K	–	515
2015 Q1	$195K	Sell	74 -884	-92%	-$105K	0.15%	87
2014 Q4	$4K	Buy	+958	New	+$118K	﹤0.01%	507
2014 Q2	–	Sell	-125	Closed	-$4K	–	605
2014 Q1	$4K	Buy	+125	New	+$15.4K	﹤0.01%	324
2013 Q3	–	Sell	-90	Closed	-$5K	–	468
2013 Q2	$5K	Buy	+90	New	+$9.96K	﹤0.01%	389

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.