RHODES INVESTMENT ADVISORS INC /ADV GE — GE AEROSPACE

Ownership history in RHODES INVESTMENT ADVISORS INC /ADV  ·  3 quarters on record

AI Ownership Summary

RHODES INVESTMENT ADVISORS INC /ADV reported GE AEROSPACE (GE) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 2.9% in 2026 Q2. The latest visible filing shows GE at 2.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RHODES INVESTMENT ADVISORS INC /ADV's position in GE AEROSPACE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

GE was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.9% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RHODES INVESTMENT ADVISORS INC /ADV held GE — position size vs. price
% of Fund (quarterly)    GE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 9,703 -838 -7.9% 2.15% $3.0M 2026-10-07 $303.62
2026 Q2 ADDED — — — 10,541 +168 +1.6% 2.90% $3.9M 2026-07-28 $363.04
2026 Q1 INITIATED — — — 10,373 — — 2.58% $3.2M 2026-05-14 $290.73

FAQ About RHODES INVESTMENT ADVISORS INC /ADV and GE

These are the practical questions this page is built to answer before you even open the full history table.

How long has RHODES INVESTMENT ADVISORS INC /ADV reported owning GE?

RHODES INVESTMENT ADVISORS INC /ADV reported GE across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported GE position in RHODES INVESTMENT ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for GE was 2.90% in 2026 Q2.

What is the latest reported GE position on this page?

The most recent filing on this page is 2026 Q3, when RHODES INVESTMENT ADVISORS INC /ADV reported 9,703 shares, equal to 2.15% of portfolio, with an estimated market value of $3.0M.

What does the chart on this GE ownership page compare?

The chart compares RHODES INVESTMENT ADVISORS INC /ADV's quarterly GE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to RHODES INVESTMENT ADVISORS INC /ADV Holdings