WDA
GE icon

Wendell David Associates’s GE Aerospace GE Stock Holding History

Wendell David Associates’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 		$774K Sell
2,070
-208
-9% -$65.1K 0.08% 103
2026
Q1 		$646K Hold
2,278
– – 0.07% 104
2025
Q4 		$702K Sell
2,278
-183
-7% -$55.1K 0.07% 103
2025
Q3 		$740K Sell
2,461
-26
-1% -$7.11K 0.07% 104
2025
Q2 		$640K Hold
2,487
– – 0.06% 107
2025
Q1 		$498K Hold
2,487
– – 0.05% 117
2024
Q4 		$415K Hold
2,487
– – 0.04% 122
2024
Q3 		$469K Hold
2,487
– – 0.04% 121
2024
Q2 		$395K Sell
2,487
-629
-20% -$100K 0.04% 125
2024
Q1 		$436K Buy
3,116
+71
+2% +$8.37K 0.04% 121
2023
Q4 		$310K Buy
3,045
+261
+9% +$24.2K 0.03% 141
2023
Q3 		$246K Buy
+2,784
New +$250K 0.03% 142
2021
Q3 		– Sell
-2,663
Closed -$179K – 154
2021
Q2 		$179K Sell
2,663
-70
-3% -$4.67K 0.02% 152
2021
Q1 		$179K Buy
2,733
+70
+3% +$4.24K 0.02% 149
2020
Q4 		$143K Hold
2,663
– – 0.02% 149
2020
Q3 		$83K Hold
2,663
– – 0.01% 142
2020
Q2 		$91K Sell
2,663
-3,146
-54% -$106K 0.01% 142
2020
Q1 		$230K Hold
5,809
– – 0.04% 131
2019
Q4 		$323K Sell
5,809
-2,563
-31% -$132K 0.04% 134
2019
Q3 		$373K Buy
8,372
+75
+0.9% +$3.52K 0.05% 126
2019
Q2 		$434K Sell
8,297
-321
-4% -$15.8K 0.07% 118
2019
Q1 		$429K Sell
8,618
-5,013
-37% -$236K 0.07% 118
2018
Q4 		$495K Buy
13,631
+4,857
+55% +$219K 0.09% 108
2018
Q3 		$475K Sell
8,774
-834
-9% -$51.4K 0.07% 115
2018
Q2 		$627K Sell
9,608
-3,363
-26% -$224K 0.11% 110
2018
Q1 		$838K Sell
12,971
-2,387
-16% -$177K 0.15% 98
2017
Q4 		$1.28M Sell
15,358
-4,370
-22% -$417K 0.22% 86
2017
Q3 		$2.29M Buy
19,728
+2,847
+17% +$344K 0.4% 66
2017
Q2 		$2.19M Buy
16,881
+379
+2% +$51.9K 0.41% 66
2017
Q1 		$2.36M Hold
16,502
– – 0.45% 63
2016
Q4 		$2.5M Buy
16,502
+2
+0% +$291 0.49% 56
2016
Q3 		$2.34M Sell
16,500
-46
-0.3% -$6.86K 0.46% 60
2016
Q2 		$2.46M Sell
16,546
-7,335
-31% -$1.07M 0.48% 57
2016
Q1 		$3.66M Sell
23,881
-14
-0.1% -$1.98K 0.71% 42
2015
Q4 		$3.55M Buy
23,895
+392
+2% +$55.7K 0.7% 41
2015
Q3 		$2.82M Sell
23,503
-680
-3% -$83.3K 0.58% 47
2015
Q2 		$3.13M Hold
24,183
– – 0.61% 46
2015
Q1 		$2.9M Hold
24,183
– – 0.56% 48
2014
Q4 		$2.9M Buy
24,183
+292
+1% +$35.9K 0.57% 47
2014
Q3 		$2.98M Buy
23,891
+63
+0.3% +$7.85K 0.62% 46
2014
Q2 		$2.97M Buy
23,828
+261
+1% +$33.2K 0.62% 45
2014
Q1 		$2.94M Sell
23,567
-100
-0.4% -$12.4K 0.64% 47
2013
Q4 		$3.18M Sell
23,667
-334
-1% -$42.1K 0.7% 42
2013
Q3 		$2.76M Buy
24,001
+1,217
+5% +$140K 0.66% 45
2013
Q2 		$2.51M Buy
+22,784
New +$2.52M 0.63% 46

Other funds holding GE

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wendell David Associates's GE Position: Q2 2026 in Review

Wendell David Associates reduced its GE Aerospace (GE) stake by 9.1% in Q2 2026, selling an estimated $65.1K and leaving 2,070 shares worth $774K. The position accounts for 0.08% of the portfolio, ranked #103.

Wendell David Associates first reported a position in GE in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.66M in Q1 2016. 1,358 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Wendell David Associates held 2,070 shares of GE Aerospace worth $774K as of Q2 2026.
  • Wendell David Associates sold 208 GE Aerospace shares in Q2 2026, an estimated $65.1K.
  • GE Aerospace made up 0.08% of Wendell David Associates's portfolio in Q2 2026, its #103 holding.
  • Wendell David Associates first reported a position in GE Aerospace in Q2 2013 and has held it in 45 quarters since.
  • Wendell David Associates's GE Aerospace position peaked at $3.66M in Q1 2016.
  • 1,358 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.