Suvretta Capital Management’s GE Aerospace GE Stock Holding History

Suvretta 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 Q1	$88M	Hold	310,262	–	–	2.25%	17
2025 Q4	$95.6M	Hold	310,262	–	–	1.96%	14
2025 Q3	$93.3M	Hold	310,262	–	–	2.39%	9
2025 Q2	$79.9M	Buy	310,262 +109,600	+55%	+$24M	2.41%	10
2025 Q1	$40.2M	Hold	200,662	–	–	1.49%	21
2024 Q4	$33.5M	Hold	200,662	–	–	1.14%	31
2024 Q3	$37.8M	Sell	200,662 -4,295	-2%	-$728K	1.21%	31
2024 Q2	$32.6M	Sell	204,957 -54,974	-21%	-$8.78M	1.2%	28
2024 Q1	$36.4M	Sell	259,931 -186,363	-42%	-$22M	1.35%	26
2023 Q4	$45.5M	Buy	446,294 +6,530	+1%	+$605K	2.06%	16
2023 Q3	$38.8M	Buy	439,764 +198,268	+82%	+$17.8M	2.1%	15
2023 Q2	$21.2M	Buy	+241,496	New	+$19.6M	1.13%	32
2016 Q4	–	Sell	-283,196	Closed	-$40.2M	–	54
2016 Q3	$40.2M	Buy	+283,196	New	+$42.3M	1.29%	19

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

Suvretta Capital Management's GE Position: Q1 2026 in Review

Suvretta Capital Management held its GE Aerospace (GE) position steady in Q1 2026 at 310,262 shares worth $88M. The position accounts for 2.25% of the portfolio, ranked #17.

Suvretta Capital Management first reported a position in GE in Q3 2016 and has held it in 13 quarters since. The position peaked at $95.6M in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Suvretta Capital Management held 310,262 shares of GE Aerospace worth $88M as of Q1 2026.
Suvretta Capital Management left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up 2.25% of Suvretta Capital Management's portfolio in Q1 2026, its #17 holding.
Suvretta Capital Management first reported a position in GE Aerospace in Q3 2016 and has held it in 13 quarters since.
Suvretta Capital Management's GE Aerospace position peaked at $95.6M in Q4 2025.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Suvretta Capital Management's 13F filing for Q1 2026, filed 15 May 2026.