Sunbeam Capital Management’s GE Aerospace GE Stock Holding History

Sunbeam Capital Management’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 Q3	$736K	Sell	2,358 -171	-7%	-$59.2K	0.34%	56
2026 Q2	$945K	Buy	2,529 +95	+4%	+$29.7K	0.43%	49
2026 Q1	$691K	Buy	2,434 +1	+0%	+$314	0.4%	51
2025 Q4	$750K	Buy	2,433 +1	+0%	+$301	0.44%	44
2025 Q3	$732K	Buy	2,432 +1	+0%	+$273	0.45%	45
2025 Q2	$626K	Buy	2,431 +1	+0%	+$219	0.47%	42
2025 Q1	$486K	Buy	2,430 +2	+0.1%	+$394	0.46%	43
2024 Q4	$405K	Buy	+2,428	New	+$433K	0.38%	47

Other funds holding GE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sunbeam Capital Management's GE Position: Q3 2026 in Review

Sunbeam Capital Management reduced its GE Aerospace (GE) stake by 6.8% in Q3 2026, selling an estimated $59.2K and leaving 2,358 shares worth $736K. The position accounts for 0.34% of the portfolio, ranked #56.

Sunbeam Capital Management first reported a position in GE in Q4 2024 and has held it in 8 quarters since. The position peaked at $945K in Q2 2026. 2,499 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Sunbeam Capital Management held 2,358 shares of GE Aerospace worth $736K as of Q3 2026.
Sunbeam Capital Management sold 171 GE Aerospace shares in Q3 2026, an estimated $59.2K.
GE Aerospace made up 0.34% of Sunbeam Capital Management's portfolio in Q3 2026, its #56 holding.
Sunbeam Capital Management first reported a position in GE Aerospace in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's GE Aerospace position peaked at $945K in Q2 2026.
2,499 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.