Securian Asset Management Inc. cut its ge stock position by 44.0% in the fourth quarter, reducing exposure after selling 22,531 shares. The filing leaves the firm with 28,682 shares of GE Aerospace worth $8,835,000, a smaller bet on a stock that opened Monday at $296.91.
28,682 Shares After the Sale
28,682 shares remained in Securian’s account after the trim, down from a larger stake before the quarter ended. The sale of 22,531 shares is the clearest change in the filing and tells readers the manager moved decisively to reduce its GE Aerospace position rather than make a minor adjustment.
74.77% of GE Aerospace is held by institutional investors and hedge funds, so a move of this size sits inside a stock that is already heavily owned by professional money managers. For investors tracking ownership shifts, that makes the cut more than a routine portfolio rebalance: it is one of the more visible changes in a shareholder base that tends to move in clusters.
GE Aerospace at $296.91
$296.91 was where GE Aerospace opened on Monday, keeping the shares inside a trading range that ran from $211.15 to $348.48 over the last 12 months. The company also carried a market cap of $309.78 billion, which shows how large the equity base remains even as one institution trimmed its position.
At that price, Securian’s remaining 28,682 shares represented $8,835,000 in value in its most recent SEC filing. That gives readers a hard read on the scale of the exit: the firm did not leave the name, but it cut its exposure enough to turn a larger holding into a mid-sized one by dollar value.
April 21 Earnings and FY 2026
$1.86 in quarterly EPS and $11.61 billion in revenue gave the stock a fresh operating data point on Tuesday, April 21st. Revenue was up 24.6% from the same quarter last year, and GE Aerospace set FY 2026 guidance at 7.100-7.400 EPS, giving holders a concrete range to compare against future results.
7.100-7.400 EPS is the number to watch after a filing like this because it turns the ownership cut into a question about follow-through: if the company keeps delivering near that range, the market has a measurable benchmark for whether institutions such as Securian are right to pare back. If results drift away from it, the recent sale will read less like routine portfolio management and more like a timely de-risking.
