Falcon Wealth Planning’s GE Aerospace GE Stock Holding History

Falcon Wealth 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
2026 Q2	$361K	Sell	966 -294	-23%	-$92K	0.02%	175
2026 Q1	$357K	Buy	1,260 +417	+49%	+$131K	0.02%	159
2025 Q4	$260K	Buy	+843	New	+$254K	0.02%	181

Other funds holding GE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Falcon Wealth Planning's GE Position: Q2 2026 in Review

Falcon Wealth Planning reduced its GE Aerospace (GE) stake by 23% in Q2 2026, selling an estimated $92K and leaving 966 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #175.

Falcon Wealth Planning first reported a position in GE in Q4 2025 and has held it in 3 quarters since. 3,439 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Falcon Wealth Planning held 966 shares of GE Aerospace worth $361K as of Q2 2026.
Falcon Wealth Planning sold 294 GE Aerospace shares in Q2 2026, an estimated $92K.
GE Aerospace made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #175 holding.
Falcon Wealth Planning first reported a position in GE Aerospace in Q4 2025 and has held it in 3 quarters since.
3,439 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.