Estate Planners Group’s GE Aerospace GE Stock Holding History

Estate Planners Group’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
2026 Q1	–	Sell	-68	Closed	-$21K	–	190
2025 Q4	$21K	Buy	+68	New	+$20.5K	0.01%	208

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Estate Planners Group's GE Position: Q1 2026 in Review

Estate Planners Group sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 68 shares — an estimated $21K sold.

Estate Planners Group first reported a position in GE in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 3,223 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Estate Planners Group reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 68 GE Aerospace shares in Q1 2026, an estimated $21K.
Estate Planners Group first reported a position in GE Aerospace in Q4 2025 and held it in 1 quarter.
Estate Planners Group's GE Aerospace position peaked at $21K in Q4 2025.
3,223 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.