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Trinity Financial Advisors’s GE Aerospace GE Stock Holding History

Trinity Financial Advisors’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 		$214K Hold
686
– – 0.06% 97
2026
Q2 		$256K Buy
+686
New +$215K 0.07% 82
2025
Q4 		– Sell
-805
Closed -$242K – 99
2025
Q3 		$242K Buy
+805
New +$220K 0.07% 91

Other funds holding GE

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Trinity Financial Advisors's GE Position: Q3 2026 in Review

Trinity Financial Advisors held its GE Aerospace (GE) position steady in Q3 2026 at 686 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #97.

Trinity Financial Advisors first reported a position in GE in Q3 2025 and has held it in 3 quarters since. The position peaked at $256K in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

  • Trinity Financial Advisors held 686 shares of GE Aerospace worth $214K as of Q3 2026.
  • Trinity Financial Advisors left its GE Aerospace share count unchanged in Q3 2026.
  • GE Aerospace made up 0.06% of Trinity Financial Advisors's portfolio in Q3 2026, its #97 holding.
  • Trinity Financial Advisors first reported a position in GE Aerospace in Q3 2025 and has held it in 3 quarters since.
  • Trinity Financial Advisors's GE Aerospace position peaked at $256K in Q2 2026.
  • 173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.