Thames Capital Management’s GE Aerospace GE Stock Holding History

Thames 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 Q2	$54.7M	Buy	146,383 +84,322	+136%	+$26.4M	4.5%	2
2026 Q1	$17.6M	Hold	62,061	–	–	3.16%	9
2025 Q4	$19.1M	Hold	62,061	–	–	2.78%	14
2025 Q3	$18.7M	Hold	62,061	–	–	2.66%	12
2025 Q2	$16M	Hold	62,061	–	–	3.62%	8
2025 Q1	$12.4M	Sell	62,061 -15,811	-20%	-$3.11M	4.77%	10
2024 Q4	$13M	Buy	77,872 +7,228	+10%	+$1.29M	3.52%	13
2024 Q3	$13.3M	Hold	70,644	–	–	4.15%	11
2024 Q2	$11.2M	Sell	70,644 -17,873	-20%	-$2.85M	4.4%	12
2024 Q1	$12.4M	Buy	88,517 +29,669	+50%	+$3.5M	5.16%	10
2023 Q4	$5.99M	Buy	58,848 +24,763	+73%	+$2.29M	3.09%	15
2023 Q3	$3.01M	Buy	+34,085	New	+$3.06M	1.72%	21
2020 Q2	–	Sell	-22,768	Closed	-$901K	–	47
2020 Q1	$901K	Buy	+22,768	New	+$1.21M	0.71%	22

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Thames Capital Management's GE Position: Q2 2026 in Review

Thames Capital Management increased its GE Aerospace (GE) stake by 136% in Q2 2026, buying an estimated $26.4M and bringing the position to 146,383 shares worth $54.7M. The position accounts for 4.5% of the portfolio, ranked #2.

Thames Capital Management first reported a position in GE in Q1 2020 and has held it in 13 quarters since. 3,444 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Thames Capital Management held 146,383 shares of GE Aerospace worth $54.7M as of Q2 2026.
Thames Capital Management bought 84,322 GE Aerospace shares in Q2 2026, an estimated $26.4M.
GE Aerospace made up 4.5% of Thames Capital Management's portfolio in Q2 2026, its #2 holding.
Thames Capital Management first reported a position in GE Aerospace in Q1 2020 and has held it in 13 quarters since.
3,444 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.