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Asset Planning Inc’s GE Aerospace GE Stock Holding History

Asset Planning Inc’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
2026
Q2 		$68.3K Buy
183
+37
+25% +$11.6K 0.04% 138
2026
Q1 		$41.3K Buy
146
+1
+0.7% +$314 0.03% 161
2025
Q4 		$44.8K Hold
145
– – 0.03% 154
2025
Q3 		$43.7K Hold
145
– – 0.03% 155
2025
Q2 		$37.3K Hold
145
– – 0.03% 168
2025
Q1 		$29K Hold
145
– – 0.02% 187
2024
Q4 		$24.1K Buy
+145
New +$25.9K 0.02% 198

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's GE Position: Q2 2026 in Review

Asset Planning Inc increased its GE Aerospace (GE) stake by 25% in Q2 2026, buying an estimated $11.6K and bringing the position to 183 shares worth $68.3K. The position accounts for 0.04% of the portfolio, ranked #138.

Asset Planning Inc first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 3,422 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Asset Planning Inc held 183 shares of GE Aerospace worth $68.3K as of Q2 2026.
  • Asset Planning Inc bought 37 GE Aerospace shares in Q2 2026, an estimated $11.6K.
  • GE Aerospace made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #138 holding.
  • Asset Planning Inc first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • 3,422 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.