Waterloo Capital’s GE Aerospace GE Stock Holding History

Waterloo Capital’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	$1.29M	Sell	4,543 -926	-17%	-$291K	0.09%	191
2025 Q4	$1.68M	Buy	5,469 +121	+2%	+$36.4K	0.12%	159
2025 Q3	$1.61M	Buy	5,348 +676	+14%	+$185K	0.12%	161
2025 Q2	$1.2M	Buy	4,672 +2,011	+76%	+$441K	0.1%	169
2025 Q1	$533K	Buy	2,661 +1,297	+95%	+$255K	0.05%	236
2024 Q4	$228K	Sell	1,364 -1,045	-43%	-$186K	0.02%	332
2024 Q3	$454K	Buy	2,409 +422	+21%	+$71.5K	0.05%	258
2024 Q2	$316K	Sell	1,987 -1,734	-47%	-$277K	0.04%	281
2024 Q1	$521K	Buy	3,721 +849	+30%	+$100K	0.07%	218
2023 Q4	$292K	Buy	+2,872	New	+$266K	0.05%	299
2023 Q3	–	Sell	-4,198	Closed	-$368K	–	205
2023 Q2	$368K	Sell	4,198 -165	-4%	-$13.4K	0.11%	119
2023 Q1	$333K	Buy	+4,363	New	+$292K	0.1%	123

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

Waterloo Capital's GE Position: Q1 2026 in Review

Waterloo Capital reduced its GE Aerospace (GE) stake by 17% in Q1 2026, selling an estimated $291K and leaving 4,543 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #191.

Waterloo Capital first reported a position in GE in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Waterloo Capital held 4,543 shares of GE Aerospace worth $1.29M as of Q1 2026.
Waterloo Capital sold 926 GE Aerospace shares in Q1 2026, an estimated $291K.
GE Aerospace made up 0.09% of Waterloo Capital's portfolio in Q1 2026, its #191 holding.
Waterloo Capital first reported a position in GE Aerospace in Q1 2023 and has held it in 12 quarters since.
Waterloo Capital's GE Aerospace position peaked at $1.68M in Q4 2025.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

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