Center for Financial 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
$446K Buy
1,194
+22
+2% +$6.89K 0.04% 118
2026
Q1
$333K Sell
1,172
-44
-4% -$13.8K 0.03% 133
2025
Q4
$375K Buy
1,216
+42
+4% +$12.6K 0.04% 126
2025
Q3
$353K Hold
1,174
0.04% 134
2025
Q2
$302K Hold
1,174
0.03% 136
2025
Q1
$235K Hold
1,174
0.03% 142
2024
Q4
$196K Hold
1,174
0.03% 154
2024
Q3
$221K Hold
1,174
0.03% 148
2024
Q2
$187K Sell
1,174
-297
-20% -$47.4K 0.03% 151
2024
Q1
$206K Buy
1,471
+215
+17% +$25.3K 0.03% 146
2023
Q4
$128K Buy
1,256
+16
+1% +$1.48K 0.02% 156
2023
Q3
$109K Hold
1,240
0.02% 161
2023
Q2
$109K Sell
1,240
-188
-13% -$15.2K 0.02% 164
2023
Q1
$109K Sell
1,428
-402
-22% -$26.9K 0.03% 158
2022
Q4
$95.5K Hold
1,830
0.02% 166
2022
Q3
$71K Buy
1,830
+29
+2% +$1.27K 0.02% 184
2022
Q2
$71K Buy
1,801
+828
+85% +$40.1K 0.02% 188
2022
Q1
$55K Sell
973
-120
-11% -$7.16K 0.01% 222
2021
Q4
$64K Hold
1,093
0.01% 210
2021
Q3
$70K Buy
1,093
+258
+31% +$16.6K 0.02% 187
2021
Q2
$56K Buy
835
+241
+41% +$16.1K 0.01% 210
2021
Q1
$39K Hold
594
0.01% 238
2020
Q4
$32K Buy
594
+69
+13% +$3.09K 0.01% 242
2020
Q3
$16K Sell
525
-1,705
-76% -$55.4K 0.01% 278
2020
Q2
$76K Sell
2,230
-42
-2% -$1.42K 0.03% 157
2020
Q1
$90K Hold
2,272
0.03% 139
2019
Q4
$126K Buy
+2,272
New +$117K 0.03% 123

Other funds holding GE

Center for Financial Planning's GE Position: Q2 2026 in Review

Center for Financial Planning increased its GE Aerospace (GE) stake by 1.9% in Q2 2026, buying an estimated $6.89K and bringing the position to 1,194 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #118.

Center for Financial Planning first reported a position in GE in Q4 2019 and has held it in 27 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Center for Financial Planning held 1,194 shares of GE Aerospace worth $446K as of Q2 2026.
  • Center for Financial Planning bought 22 GE Aerospace shares in Q2 2026, an estimated $6.89K.
  • GE Aerospace made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #118 holding.
  • Center for Financial Planning first reported a position in GE Aerospace in Q4 2019 and has held it in 27 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.