Here’s What Boosted GE Aerospace (GE) in Q2

Group 1 - Brown Advisory's "Global Leaders Strategy" aims to deliver strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for shareholders [1] - The strategy outperformed its benchmark in Q2 2025, primarily due to investment selection in Information Technology and Industrials [1] - GE Aerospace (NYSE:GE) was highlighted as a key stock, with a one-month return of 9.89% and a 52-week gain of 58.72%, closing at $301.02 per share with a market capitalization of $289.861 billion on September 22, 2025 [2][3] Group 2 - GE Aerospace designs, develops, manufactures, and services aircraft engines for commercial and military applications, and has seen increased contributions from its profitable aftermarket business [3] - Despite facing the largest direct exposure to tariffs within the portfolio, GE Aerospace has demonstrated pricing power and optimism regarding a potential aerospace trade deal discussed at the Paris Air Show [3] - GE Aerospace was held by 100 hedge fund portfolios at the end of Q2 2025, a decrease from 104 in the previous quarter, indicating a shift in hedge fund interest [4]