Question 1

Does Phoenix Financial own GE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Phoenix Financial holds 3,511 shares of GE (GE Aerospace), worth $1.3M.

Question 2

How many shares of GE does Phoenix Financial own?

Accepted Answer

As of its Q2 2026 13F, Phoenix Financial holds 3,511 shares of GE (GE Aerospace).

Question 3

What is Phoenix Financial's GE position worth?

Accepted Answer

As of its Q2 2026 13F, Phoenix Financial's GE position is worth $1.3M.

Question 4

Is Phoenix Financial buying or selling GE?

Accepted Answer

In Q2 2026, Phoenix Financial reduced its GE position by 1,685 shares (-32.4%).

Question 5

When did Phoenix Financial first buy GE?

Accepted Answer

Phoenix Financial already held GE in its Q3 2021 13F, the earliest on record, and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3,511	-32.4%	$1.3M	0.0%	$373.26	0
2026-Q1	Decreased	5,196	-63.7%	$1.5M	0.0%	$334.14	0
2025-Q4	Decreased	14,300	-30.9%	$4.4M	0.0%	$306.73	0
2025-Q3	Increased	20,686	+22.7%	$5.6M	0.1%	$299.21	33
2025-Q2	Decreased	16,857	-20.7%	$4.3M	0.1%	$253.54	0
2025-Q1	Decreased	21,258	-6.6%	$4.3M	0.1%	$199.12	0
2024-Q4	Decreased	22,751	-0.9%	$3.8M	0.1%	$167.15	0
2024-Q3	Increased	22,953	+6.9%	$4.3M	0.1%	$184.03	29