Capital Planning’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$390K Buy
1,044
+220
+27% +$68.9K 0.11% 62
2026
Q1
$234K Sell
824
-582
-41% -$183K 0.08% 76
2025
Q4
$451K Buy
1,406
+344
+32% +$104K 0.13% 60
2025
Q3
$320K Hold
1,062
0.09% 67
2025
Q2
$273K Hold
1,062
0.09% 64
2025
Q1
$213K Buy
+1,062
New +$209K 0.06% 89

Other funds holding GE

Capital Planning's GE Position: Q2 2026 in Review

Capital Planning increased its GE Aerospace (GE) stake by 27% in Q2 2026, buying an estimated $68.9K and bringing the position to 1,044 shares worth $390K. The position accounts for 0.11% of the portfolio, ranked #62.

Capital Planning first reported a position in GE in Q1 2025 and has held it in 6 quarters since. The position peaked at $451K in Q4 2025. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Capital Planning held 1,044 shares of GE Aerospace worth $390K as of Q2 2026.
  • Capital Planning bought 220 GE Aerospace shares in Q2 2026, an estimated $68.9K.
  • GE Aerospace made up 0.11% of Capital Planning's portfolio in Q2 2026, its #62 holding.
  • Capital Planning first reported a position in GE Aerospace in Q1 2025 and has held it in 6 quarters since.
  • Capital Planning's GE Aerospace position peaked at $451K in Q4 2025.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.