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Briaud Financial Planning’s GE Aerospace GE Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-23
Closed -$5K – 144
2025
Q2 		$5K Hold
23
– – ﹤0.01% 276
2025
Q1 		$4K Hold
23
– – ﹤0.01% 164
2024
Q4 		$3K Buy
+23
New +$4.1K ﹤0.01% 175
2023
Q4 		– Sell
-25
Closed -$2K – 72
2023
Q3 		$2K Buy
+25
New +$2.25K ﹤0.01% 134

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Briaud Financial Planning's GE Position: Q3 2025 in Review

Briaud Financial Planning sold out of GE Aerospace (GE) in Q3 2025, closing a stake of 23 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in GE in Q3 2023 and held it in 4 quarters. The position peaked at $5K in Q2 2025. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

  • Briaud Financial Planning reported no remaining GE Aerospace position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 23 GE Aerospace shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in GE Aerospace in Q3 2023 and held it in 4 quarters.
  • Briaud Financial Planning's GE Aerospace position peaked at $5K in Q2 2025.
  • 2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.