Valley Brook Capital Group’s GE Aerospace GE Stock Holding History

Valley Brook Capital Group’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	$2.88M	Buy	7,717 +620	+9%	+$194K	1.64%	19
2026 Q1	$2.01M	Buy	7,097 +950	+15%	+$299K	1.35%	22
2025 Q4	$1.89M	Buy	6,147 +515	+9%	+$155K	1.25%	21
2025 Q3	$1.69M	Buy	5,632 +968	+21%	+$265K	1.14%	21
2025 Q2	$1.2M	Buy	4,664 +275	+6%	+$60.3K	0.9%	32
2025 Q1	$878K	Buy	4,389 +790	+22%	+$155K	0.69%	39
2024 Q4	$600K	Buy	3,599 +445	+14%	+$79.4K	0.45%	58
2024 Q3	$595K	Buy	3,154 +755	+31%	+$128K	0.43%	60
2024 Q2	$381K	Buy	2,399 +511	+27%	+$81.6K	0.3%	74
2024 Q1	$265K	Buy	+1,888	New	+$222K	0.21%	96
2021 Q3	–	Sell	-2,917	Closed	-$195K	–	116
2021 Q2	$195K	Buy	2,917 +471	+19%	+$31.4K	0.19%	111
2021 Q1	$160K	Buy	2,446 +261	+12%	+$15.8K	0.14%	122
2020 Q4	$117K	Buy	+2,185	New	+$97.9K	0.12%	134

Other funds holding GE

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Valley Brook Capital Group's GE Position: Q2 2026 in Review

Valley Brook Capital Group increased its GE Aerospace (GE) stake by 8.7% in Q2 2026, buying an estimated $194K and bringing the position to 7,717 shares worth $2.88M. The position accounts for 1.64% of the portfolio, ranked #19.

Valley Brook Capital Group first reported a position in GE in Q4 2020 and has held it in 13 quarters since. 2,080 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Valley Brook Capital Group held 7,717 shares of GE Aerospace worth $2.88M as of Q2 2026.
Valley Brook Capital Group bought 620 GE Aerospace shares in Q2 2026, an estimated $194K.
GE Aerospace made up 1.64% of Valley Brook Capital Group's portfolio in Q2 2026, its #19 holding.
Valley Brook Capital Group first reported a position in GE Aerospace in Q4 2020 and has held it in 13 quarters since.
2,080 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.