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
2020 Q2	–	Sell	-170,541	Closed	-$10K	–	284
2020 Q1	$10K	Sell	170,541 -110,350	-39%	-$5.88M	﹤0.01%	269
2019 Q4	$34K	Buy	280,891 +150,477	+115%	+$7.77M	﹤0.01%	302
2019 Q3	$6K	Buy	130,414 +20,064	+18%	+$943K	﹤0.01%	305
2019 Q2	$16K	Sell	110,350 -150,478	-58%	-$7.41M	﹤0.01%	298
2019 Q1	$11K	Sell	260,828 -10,433	-4%	-$491K	﹤0.01%	294
2018 Q4	$10K	Buy	+271,261	New	+$12.2M	﹤0.01%	271
2018 Q3	–	Sell	-292,127	Closed	-$58K	–	1457
2018 Q2	$58K	Sell	292,127 -73,032	-20%	-$4.87M	0.01%	234
2018 Q1	$62K	Buy	365,159 +187,796	+106%	+$13.9M	0.01%	489
2017 Q4	$56K	Buy	+177,363	New	+$16.9M	0.01%	305

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.