West Oak Capital’s GE Aerospace GE Stock Holding History

West Oak 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
2025 Q3	$135	Sell	45 -23	-34%	-$6.29K	0.01%	207
2025 Q2	$175	Hold	68	–	–	0.01%	223
2025 Q1	$136	Hold	68	–	–	0.01%	230
2024 Q4	$113K	Hold	68	–	–	﹤0.01%	240
2024 Q3	$128	Hold	68	–	–	﹤0.01%	238
2024 Q2	$10.8K	Sell	68 -17	-20%	-$2.71K	﹤0.01%	246
2024 Q1	$12K	Hold	85	–	–	0.01%	242
2023 Q4	$9K	Hold	85	–	–	﹤0.01%	250
2023 Q3	$8K	Hold	85	–	–	﹤0.01%	253
2023 Q2	$7.47K	Hold	85	–	–	﹤0.01%	260
2023 Q1	$6.5K	Sell	85 -24	-22%	-$1.61K	﹤0.01%	264
2022 Q4	$6K	Hold	109	–	–	﹤0.01%	228
2022 Q3	$4K	Hold	109	–	–	﹤0.01%	287
2022 Q2	$4K	Hold	109	–	–	﹤0.01%	282
2022 Q1	$6K	Hold	109	–	–	﹤0.01%	291
2021 Q4	$6K	Hold	109	–	–	﹤0.01%	296
2021 Q3	$7K	Sell	109 -21	-16%	-$1.35K	﹤0.01%	296
2021 Q2	$9K	Hold	130	–	–	﹤0.01%	283
2021 Q1	$9K	Hold	130	–	–	﹤0.01%	275
2020 Q4	$7K	Buy	130 +110	+550%	+$4.93K	﹤0.01%	259
2020 Q3	$1K	Sell	20 -20	-50%	-$650	﹤0.01%	277
2020 Q2	$1K	Buy	40 +10	+33%	+$337	﹤0.01%	280
2020 Q1	$1K	Buy	30 +10	+50%	+$533	﹤0.01%	267
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	273
2019 Q3	$1K	Hold	20	–	–	﹤0.01%	286
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	308
2019 Q1	$1K	Sell	20 -1	-5%	-$47	﹤0.01%	305
2018 Q4	$757	Hold	21	–	–	﹤0.01%	323
2018 Q3	$1.13K	Hold	21	–	–	﹤0.01%	347
2018 Q2	$1.36K	Hold	21	–	–	﹤0.01%	314
2018 Q1	$1.35K	Buy	+21	New	+$1.56K	﹤0.01%	324
2017 Q4	–	Sell	-12,905	Closed	-$1.5M	–	311
2017 Q3	$1.5M	Sell	12,905 -837	-6%	-$101K	0.89%	42
2017 Q2	$1.78M	Buy	13,742 +13	+0.1%	+$1.78K	1.08%	25
2017 Q1	$1.96M	Buy	13,729 +119	+0.9%	+$17.2K	1.21%	18
2016 Q4	$2.06M	Sell	13,610 -248	-2%	-$36K	1.38%	11
2016 Q3	$1.97M	Buy	13,858 +1,112	+9%	+$166K	1.36%	16
2016 Q2	$1.92M	Buy	12,746 +79	+0.6%	+$11.5K	1.39%	18
2016 Q1	$1.93M	Sell	12,667 -37	-0.3%	-$5.22K	1.49%	14
2015 Q4	$1.9M	Buy	12,704 +1,633	+15%	+$232K	1.47%	13
2015 Q3	$1.34M	Sell	11,071 -33	-0.3%	-$4.04K	1.08%	31
2015 Q2	$1.41M	Sell	11,104 -557	-5%	-$72.2K	1.05%	33
2015 Q1	$1.39M	Sell	11,661 -434	-4%	-$51.7K	1.02%	39
2014 Q4	$1.46M	Sell	12,095 -655	-5%	-$80.5K	1.07%	35
2014 Q3	$1.57M	Sell	12,750 -142	-1%	-$17.7K	1.17%	31
2014 Q2	$1.62M	Sell	12,892 -145	-1%	-$18.4K	1.18%	29
2014 Q1	$1.62M	Buy	13,037 +162	+1%	+$20K	1.19%	24
2013 Q4	$1.73M	Sell	12,875 -423	-3%	-$53.3K	1.28%	19
2013 Q3	$1.52M	Buy	13,298 +1,414	+12%	+$162K	1.19%	23
2013 Q2	$1.32M	Buy	+11,884	New	+$1.32M	1.1%	31

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

West Oak Capital's GE Position: Q3 2025 in Review

West Oak Capital reduced its GE Aerospace (GE) stake by 34% in Q3 2025, selling an estimated $6.29K and leaving 45 shares worth $135. The position accounts for 0.01% of the portfolio, ranked #207.

West Oak Capital first reported a position in GE in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.06M in Q4 2016. 2,950 funds tracked by Wall St. Rank hold GE as of Q3 2025.

West Oak Capital held 45 shares of GE Aerospace worth $135 as of Q3 2025.
West Oak Capital sold 23 GE Aerospace shares in Q3 2025, an estimated $6.29K.
GE Aerospace made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #207 holding.
West Oak Capital first reported a position in GE Aerospace in Q2 2013 and has held it in 49 quarters since.
West Oak Capital's GE Aerospace position peaked at $2.06M in Q4 2016.
2,950 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.