Creative Planning’s GE Aerospace GE Stock Holding History

Creative 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
2021 Q2	–	Sell	-1,404	Closed	-$12K	–	2267
2021 Q1	$12K	Sell	1,404 -9,029	-87%	-$547K	﹤0.01%	2469
2020 Q4	$10K	Sell	10,433 -100	-0.9%	-$4.48K	﹤0.01%	2226
2020 Q3	$2K	Buy	10,533 +301	+3%	+$9.79K	﹤0.01%	2094
2020 Q2	$4K	Buy	10,232 +200	+2%	+$6.74K	﹤0.01%	1919
2020 Q1	$9K	Sell	10,032 -46,026	-82%	-$2.45M	﹤0.01%	1770
2019 Q4	$23K	Buy	+56,058	New	+$2.9M	﹤0.01%	1868
2019 Q3	–	Sell	-46,126	Closed	-$4K	–	2033
2019 Q2	$4K	Hold	46,126	–	–	﹤0.01%	1962
2019 Q1	$8K	Sell	46,126 -2,409	-5%	-$113K	﹤0.01%	1890
2018 Q4	$10K	Buy	48,535 +42,087	+653%	+$1.9M	﹤0.01%	1828
2018 Q3	$4K	Buy	+6,448	New	+$397K	﹤0.01%	2019
2018 Q2	–	Sell	-209	Closed	-$1K	–	2100
2018 Q1	$1K	Buy	+209	New	+$15.5K	﹤0.01%	2014
2016 Q4	–	Sell	-4,591	Closed	-$28K	–	4690
2016 Q3	$28K	Buy	+4,591	New	+$685K	﹤0.01%	2795
2015 Q2	–	Sell	-2,170	Closed	-$7K	–	1813
2015 Q1	$7K	Buy	2,170 +83	+4%	+$9.88K	﹤0.01%	3387
2014 Q4	$9K	Sell	2,087 -20	-0.9%	-$2.46K	﹤0.01%	3175
2014 Q3	$12K	Buy	2,107 +20	+1%	+$2.49K	﹤0.01%	2837
2014 Q2	$16K	Hold	2,087	–	–	﹤0.01%	2619
2014 Q1	$18K	Buy	+2,087	New	+$258K	﹤0.01%	2441

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's GE Position: Q1 2026 in Review

Creative Planning increased its GE Aerospace (GE) stake by 13% in Q1 2026, buying an estimated $12.1M and bringing the position to 336,002 shares worth $95.3M. The position accounts for 0.06% of the portfolio, ranked #135.

Creative Planning first reported a position in GE in Q2 2013 and has held it in 52 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Creative Planning held 336,002 shares of GE Aerospace worth $95.3M as of Q1 2026.
Creative Planning bought 38,353 GE Aerospace shares in Q1 2026, an estimated $12.1M.
GE Aerospace made up 0.06% of Creative Planning's portfolio in Q1 2026, its #135 holding.
Creative Planning first reported a position in GE Aerospace in Q2 2013 and has held it in 52 quarters since.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.