Avantax Planning Partners’s GE Aerospace GE Stock Holding History

Avantax Planning Partners’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	$2.43M	Buy	6,498 +703	+12%	+$220K	0.06%	127
2026 Q1	$1.64M	Buy	5,795 +3,667	+172%	+$1.15M	0.05%	148
2025 Q4	$656K	Sell	2,128 -7	-0.3%	-$2.11K	0.02%	231
2025 Q3	$642K	Sell	2,135 -7	-0.3%	-$1.91K	0.02%	238
2025 Q2	$551K	Buy	2,142 +500	+30%	+$110K	0.02%	257
2025 Q1	$329K	Buy	1,642 +308	+23%	+$60.6K	0.01%	322
2024 Q4	$222K	Sell	1,334 -553	-29%	-$98.7K	0.01%	394
2024 Q3	$356K	Sell	1,887 -225	-11%	-$38.1K	0.01%	306
2024 Q2	$336K	Sell	2,112 -611	-22%	-$97.5K	0.01%	343
2024 Q1	$381K	Sell	2,723 -760	-22%	-$89.6K	0.01%	329
2023 Q4	$355K	Sell	3,483 -39	-1%	-$3.61K	0.01%	276
2023 Q3	$311K	Sell	3,522 -410	-10%	-$36.8K	0.01%	279
2023 Q2	$345K	Buy	3,932 +134	+4%	+$10.9K	0.01%	271
2023 Q1	$290K	Sell	3,798 -1,202	-24%	-$80.4K	0.01%	303
2022 Q4	$261K	Buy	+5,000	New	+$246K	0.01%	317
2022 Q3	–	Sell	-5,533	Closed	-$219K	–	353
2022 Q2	$219K	Buy	5,533 +82	+2%	+$3.97K	0.01%	312
2022 Q1	$311K	Sell	5,451 -563	-9%	-$33.6K	0.01%	272
2021 Q4	$354K	Buy	6,014 +183	+3%	+$11.5K	0.01%	254
2021 Q3	$374K	Buy	5,831 +158	+3%	+$10.2K	0.02%	229
2021 Q2	$381K	Buy	5,673 +971	+21%	+$64.8K	0.02%	230
2021 Q1	$308K	Buy	4,702 +141	+3%	+$8.54K	0.02%	240
2020 Q4	$245K	Sell	4,561 -691	-13%	-$31K	0.01%	251
2020 Q3	$163K	Sell	5,252 -446	-8%	-$14.5K	0.01%	288
2020 Q2	$194K	Sell	5,698 -224	-4%	-$7.55K	0.01%	268
2020 Q1	$234K	Sell	5,922 -223	-4%	-$11.9K	0.02%	234
2019 Q4	$342K	Sell	6,145 -613	-9%	-$31.7K	0.02%	218
2019 Q3	$301K	Sell	6,758 -16,614	-71%	-$781K	0.02%	233
2019 Q2	$1.19M	Buy	23,372 +2,711	+13%	+$133K	0.08%	92
2019 Q1	$1.03M	Buy	20,661 +9,495	+85%	+$447K	0.07%	102
2018 Q4	$405K	Sell	11,166 -5,853	-34%	-$264K	0.03%	163
2018 Q3	$921K	Buy	17,019 +2,013	+13%	+$124K	0.07%	85
2018 Q2	$979K	Sell	15,006 -878	-6%	-$58.6K	0.09%	80
2018 Q1	$1.03M	Buy	15,884 +1,458	+10%	+$108K	0.09%	98
2017 Q4	$1.21M	Sell	14,426 -18,403	-56%	-$1.76M	0.11%	85
2017 Q3	$3.8M	Sell	32,829 -2,615	-7%	-$316K	0.3%	28
2017 Q2	$4.59M	Buy	35,444 +717	+2%	+$98.3K	0.39%	23
2017 Q1	$4.96M	Sell	34,727 -3,074	-8%	-$445K	0.44%	20
2016 Q4	$5.72M	Buy	+37,801	New	+$5.49M	0.61%	12

Other funds holding GE

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Avantax Planning Partners's GE Position: Q2 2026 in Review

Avantax Planning Partners increased its GE Aerospace (GE) stake by 12% in Q2 2026, buying an estimated $220K and bringing the position to 6,498 shares worth $2.43M. The position accounts for 0.06% of the portfolio, ranked #127.

Avantax Planning Partners first reported a position in GE in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.72M in Q4 2016. 1,531 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Avantax Planning Partners held 6,498 shares of GE Aerospace worth $2.43M as of Q2 2026.
Avantax Planning Partners bought 703 GE Aerospace shares in Q2 2026, an estimated $220K.
GE Aerospace made up 0.06% of Avantax Planning Partners's portfolio in Q2 2026, its #127 holding.
Avantax Planning Partners first reported a position in GE Aerospace in Q4 2016 and has held it in 38 quarters since.
Avantax Planning Partners's GE Aerospace position peaked at $5.72M in Q4 2016.
1,531 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.