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 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 $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

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

Thames Capital Management held its GE Aerospace (GE) position steady in Q1 2026 at 62,061 shares worth $17.6M. The position accounts for 3.16% of the portfolio, ranked #9.

Thames Capital Management first reported a position in GE in Q1 2020 and has held it in 12 quarters since. The position peaked at $19.1M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Thames Capital Management held 62,061 shares of GE Aerospace worth $17.6M as of Q1 2026.
Thames Capital Management left its GE Aerospace share count unchanged in Q1 2026.
GE Aerospace made up 3.16% of Thames Capital Management's portfolio in Q1 2026, its #9 holding.
Thames Capital Management first reported a position in GE Aerospace in Q1 2020 and has held it in 12 quarters since.
Thames Capital Management's GE Aerospace position peaked at $19.1M in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Thames Capital Management's 13F filing for Q1 2026, filed 12 May 2026.