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Essential Planning’s GE Aerospace GE Stock Holding History

Essential 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
2025
Q1 		– Sell
-28,340
Closed -$5.06M – 155
2024
Q4 		$5.06M Buy
+28,340
New +$5.06M 0.03% 117

Other funds holding GE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Essential Planning's GE Position: Q1 2025 in Review

Essential Planning sold out of GE Aerospace (GE) in Q1 2025, closing a stake of 28,340 shares — an estimated $5.06M sold.

Essential Planning first reported a position in GE in Q4 2024 and held it in 1 quarter. The position peaked at $5.06M in Q4 2024. 2,619 funds tracked by Wall St. Rank hold GE as of Q1 2025.

  • Essential Planning reported no remaining GE Aerospace position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 28,340 GE Aerospace shares in Q1 2025, an estimated $5.06M.
  • Essential Planning first reported a position in GE Aerospace in Q4 2024 and held it in 1 quarter.
  • Essential Planning's GE Aerospace position peaked at $5.06M in Q4 2024.
  • 2,619 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.