Summit Trail Advisors’s GE Aerospace GE Stock Holding History

Summit Trail 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 Q1	$10.6M	Buy	37,225 +7,662	+26%	+$2.41M	0.15%	77
2025 Q4	$9.12M	Sell	29,563 -1,415	-5%	-$426K	0.16%	84
2025 Q3	$9.33M	Buy	30,978 +4,610	+17%	+$1.26M	0.13%	89
2025 Q2	$6.79M	Buy	+26,368	New	+$5.79M	0.12%	95
2024 Q4	–	Sell	-13,771	Closed	-$2.6M	–	526
2024 Q3	$2.6M	Buy	13,771 +824	+6%	+$140K	0.06%	133
2024 Q2	$2.06M	Buy	12,947 +1,061	+9%	+$169K	0.05%	143
2024 Q1	$1.67M	Buy	11,886 +2,709	+30%	+$319K	0.04%	149
2023 Q4	$935K	Sell	9,177 -1,258	-12%	-$117K	0.03%	189
2023 Q3	$921K	Buy	10,435 +682	+7%	+$61.3K	0.03%	178
2023 Q2	$855K	Buy	9,753 +2,125	+28%	+$172K	0.03%	189
2023 Q1	$582K	Sell	7,628 -664	-8%	-$44.4K	0.02%	198
2022 Q4	$433K	Sell	8,292 -339	-4%	-$16.7K	0.02%	205
2022 Q3	$333K	Buy	8,631 +654	+8%	+$28.8K	0.02%	235
2022 Q2	$317K	Buy	+7,977	New	+$387K	0.02%	259
2020 Q4	–	Sell	-2,649	Closed	-$116K	–	219
2020 Q3	$116K	Buy	+2,649	New	+$86.1K	0.02%	207
2020 Q2	–	Sell	-2,480	Closed	-$98K	–	174
2020 Q1	$98K	Buy	+2,480	New	+$132K	0.03%	117
2018 Q2	–	Sell	-18,015	Closed	-$1.18M	–	544
2018 Q1	$1.18M	Buy	18,015 +2,234	+14%	+$166K	0.2%	115
2017 Q4	$1.3M	Buy	+15,781	New	+$1.51M	0.16%	124

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 Trail Advisors's GE Position: Q1 2026 in Review

Summit Trail Advisors increased its GE Aerospace (GE) stake by 26% in Q1 2026, buying an estimated $2.41M and bringing the position to 37,225 shares worth $10.6M. The position accounts for 0.15% of the portfolio, ranked #77.

Summit Trail Advisors first reported a position in GE in Q4 2017 and has held it in 18 quarters since. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Summit Trail Advisors held 37,225 shares of GE Aerospace worth $10.6M as of Q1 2026.
Summit Trail Advisors bought 7,662 GE Aerospace shares in Q1 2026, an estimated $2.41M.
GE Aerospace made up 0.15% of Summit Trail Advisors's portfolio in Q1 2026, its #77 holding.
Summit Trail Advisors first reported a position in GE Aerospace in Q4 2017 and has held it in 18 quarters since.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.