Capital Planning’s GE Aerospace GE Stock Holding History

Capital 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
2026 Q3	$251K	Sell	805 -239	-23%	-$82.8K	0.07%	78
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

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Capital Planning's GE Position: Q3 2026 in Review

Capital Planning reduced its GE Aerospace (GE) stake by 23% in Q3 2026, selling an estimated $82.8K and leaving 805 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #78.

Capital Planning first reported a position in GE in Q1 2025 and has held it in 7 quarters since. The position peaked at $451K in Q4 2025. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Capital Planning held 805 shares of GE Aerospace worth $251K as of Q3 2026.
Capital Planning sold 239 GE Aerospace shares in Q3 2026, an estimated $82.8K.
GE Aerospace made up 0.07% of Capital Planning's portfolio in Q3 2026, its #78 holding.
Capital Planning first reported a position in GE Aerospace in Q1 2025 and has held it in 7 quarters since.
Capital Planning's GE Aerospace position peaked at $451K in Q4 2025.
173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.