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	-401	Closed	-$2K	–	2268
2021 Q1	$2K	Hold	401	–	–	﹤0.01%	2551
2020 Q4	$5K	Buy	+401	New	+$18K	﹤0.01%	2259
2019 Q1	–	Sell	-626	Closed	-$2K	–	2022
2018 Q4	$2K	Hold	626	–	–	﹤0.01%	1903
2018 Q3	$3K	Buy	626 +209	+50%	+$12.9K	﹤0.01%	2028
2018 Q2	$2K	Buy	+417	New	+$27.8K	﹤0.01%	2003

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.