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Sun Financial’s GE Aerospace GE Stock Holding History

Sun Financial’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 		$1.29M Buy
4,433
+81
+2% +$25.5K 0.65% 50
2025
Q4 		$1.34M Buy
+4,352
New +$1.31M 0.75% 40

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sun Financial's GE Position: Q1 2026 in Review

Sun Financial increased its GE Aerospace (GE) stake by 1.9% in Q1 2026, buying an estimated $25.5K and bringing the position to 4,433 shares worth $1.29M. The position accounts for 0.65% of the portfolio, ranked #50.

Sun Financial first reported a position in GE in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.34M in Q4 2025. 3,219 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Sun Financial held 4,433 shares of GE Aerospace worth $1.29M as of Q1 2026.
  • Sun Financial bought 81 GE Aerospace shares in Q1 2026, an estimated $25.5K.
  • GE Aerospace made up 0.65% of Sun Financial's portfolio in Q1 2026, its #50 holding.
  • Sun Financial first reported a position in GE Aerospace in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's GE Aerospace position peaked at $1.34M in Q4 2025.
  • 3,219 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.