Capital Wealth 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 | $658K | Sell |
1,760
-82
| -4% | -$25.7K | ﹤0.01% | 137 |
|
|
2026
Q1 | $523K | Buy |
1,842
+77
| +4% | +$24.2K | ﹤0.01% | 135 |
|
|
2025
Q4 | $544K | Buy |
1,765
+7
| +0.4% | +$2.11K | ﹤0.01% | 134 |
|
|
2025
Q3 | $529K | Hold |
1,758
| – | – | ﹤0.01% | 132 |
|
|
2025
Q2 | $453K | Hold |
1,758
| – | – | ﹤0.01% | 124 |
|
|
2025
Q1 | $352K | Sell |
1,758
-375
| -18% | -$73.8K | ﹤0.01% | 120 |
|
|
2024
Q4 | $356K | Hold |
2,133
| – | – | ﹤0.01% | 109 |
|
|
2024
Q3 | $402K | Hold |
2,133
| – | – | ﹤0.01% | 114 |
|
|
2024
Q2 | $339K | Sell |
2,133
-540
| -20% | -$86.2K | ﹤0.01% | 109 |
|
|
2024
Q1 | $374K | Hold |
2,673
| – | – | ﹤0.01% | 116 |
|
|
2023
Q4 | $272K | Sell |
2,673
-173
| -6% | -$16K | ﹤0.01% | 129 |
|
|
2023
Q3 | $251K | Buy |
2,846
+439
| +18% | +$39.5K | ﹤0.01% | 130 |
|
|
2023
Q2 | $211K | Buy |
+2,407
| New | +$195K | ﹤0.01% | 130 |
|
|
2021
Q3 | – | Sell |
-8,512
| Closed | -$571K | – | 127 |
|
|
2021
Q2 | $571K | Sell |
8,512
-13
| -0.2% | -$867 | 0.02% | 69 |
|
|
2021
Q1 | $558K | Buy |
8,525
+81
| +1% | +$4.91K | 0.02% | 65 |
|
|
2020
Q4 | $468K | Buy |
8,444
+2,363
| +39% | +$106K | 0.02% | 65 |
|
|
2020
Q3 | $189K | Sell |
6,081
-2,865
| -32% | -$93.1K | 0.01% | 96 |
|
|
2020
Q2 | $305K | Sell |
8,946
-2,157
| -19% | -$72.7K | 0.02% | 85 |
|
|
2020
Q1 | $439K | Buy |
+11,103
| New | +$592K | 0.03% | 136 |
|
|
2019
Q4 | – | Sell |
-10,686
| Closed | -$477K | – | 216 |
|
|
2019
Q3 | $477K | Buy |
10,686
+194
| +2% | +$9.12K | 0.03% | 140 |
|
|
2019
Q2 | $549K | Buy |
+10,492
| New | +$516K | 0.04% | 121 |
|
|
2019
Q1 | – | Sell |
-2,817
| Closed | -$102K | – | 121 |
|
|
2018
Q4 | $102K | Hold |
2,817
| – | – | 0.07% | 64 |
|
|
2018
Q3 | $152K | Hold |
2,817
| – | – | 0.1% | 62 |
|
|
2018
Q2 | $184K | Hold |
2,817
| – | – | 0.13% | 65 |
|
|
2018
Q1 | $182K | Hold |
2,817
| – | – | 0.13% | 77 |
|
|
2017
Q4 | $236K | Hold |
2,817
| – | – | 0.33% | 19 |
|
|
2017
Q3 | $326K | Buy |
2,817
+1,549
| +122% | +$187K | 0.26% | 51 |
|
|
2017
Q2 | $164K | Sell |
1,268
-1,549
| -55% | -$212K | 0.03% | 103 |
|
|
2017
Q1 | $402K | Hold |
2,817
| – | – | 0.34% | 39 |
|
|
2016
Q4 | $427K | Hold |
2,817
| – | – | 0.38% | 39 |
|
|
2016
Q3 | $400K | Hold |
2,817
| – | – | 0.31% | 45 |
|
|
2016
Q2 | $425K | Sell |
2,817
-10,742
| -79% | -$1.57M | 0.32% | 50 |
|
|
2016
Q1 | $2.06M | Buy |
13,559
+1,724
| +15% | +$243K | 1.48% | 13 |
|
|
2015
Q4 | $1.77M | Buy |
11,835
+2,292
| +24% | +$326K | 1.62% | 18 |
|
|
2015
Q3 | $1.15M | Hold |
9,543
| – | – | 0.92% | 31 |
|
|
2015
Q2 | $1.22M | Sell |
9,543
-1,878
| -16% | -$244K | 0.73% | 36 |
|
|
2015
Q1 | $1.36M | Hold |
11,421
| – | – | 0.71% | 32 |
|
|
2014
Q4 | $1.38M | Hold |
11,421
| – | – | 0.64% | 33 |
|
|
2014
Q3 | $1.4M | Hold |
11,421
| – | – | 0.57% | 35 |
|
|
2014
Q2 | $1.44M | Buy |
11,421
+6,997
| +158% | +$890K | 0.53% | 37 |
|
|
2014
Q1 | $549K | Sell |
4,424
-6,509
| -60% | -$804K | 0.24% | 69 |
|
|
2013
Q4 | $1.21M | Sell |
10,933
-8,311
| -43% | -$1.05M | 1.46% | 18 |
|
|
2013
Q3 | $2.2M | Buy |
19,244
+340
| +2% | +$39K | 0.99% | 25 |
|
|
2013
Q2 | $2.1M | Buy |
+18,904
| New | +$2.09M | 1.65% | 16 |
|
Other funds holding GE
Capital Wealth Planning's GE Position: Q2 2026 in Review
Capital Wealth Planning reduced its GE Aerospace (GE) stake by 4.5% in Q2 2026, selling an estimated $25.7K and leaving 1,760 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #137.
Capital Wealth Planning first reported a position in GE in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.2M in Q3 2013. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.
- Capital Wealth Planning held 1,760 shares of GE Aerospace worth $658K as of Q2 2026.
- Capital Wealth Planning sold 82 GE Aerospace shares in Q2 2026, an estimated $25.7K.
- GE Aerospace made up ﹤0.01% of Capital Wealth Planning's portfolio in Q2 2026, its #137 holding.
- Capital Wealth Planning first reported a position in GE Aerospace in Q2 2013 and has held it in 44 quarters since.
- Capital Wealth Planning's GE Aerospace position peaked at $2.2M in Q3 2013.
- 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.
Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.