Fee-Only Financial Planning’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$565K Sell
1,512
-50
-3% -$15.7K 0.3% 24
2026
Q1
$443K Sell
1,562
-100
-6% -$31.4K 0.27% 26
2025
Q4
$512K Sell
1,662
-167
-9% -$50.3K 0.3% 26
2025
Q3
$550K Hold
1,829
0.32% 25
2025
Q2
$471K Hold
1,829
0.29% 28
2025
Q1
$366K Hold
1,829
0.25% 29
2024
Q4
$305K Hold
1,829
0.2% 32
2024
Q3
$345K Hold
1,829
0.22% 32
2024
Q2
$291K Sell
1,829
-750
-29% -$120K 0.2% 34
2024
Q1
$361K Hold
2,579
0.24% 29
2023
Q4
$263K Hold
2,579
0.19% 35
2023
Q3
$228K Hold
2,579
0.18% 36
2023
Q2
$226K Sell
2,579
-62
-2% -$5.02K 0.17% 39
2023
Q1
$202K Buy
+2,641
New +$177K 0.16% 41

Other funds holding GE

Fee-Only Financial Planning's GE Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its GE Aerospace (GE) stake by 3.2% in Q2 2026, selling an estimated $15.7K and leaving 1,512 shares worth $565K. The position accounts for 0.3% of the portfolio, ranked #24.

Fee-Only Financial Planning first reported a position in GE in Q1 2023 and has held it in 14 quarters since. 3,449 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Fee-Only Financial Planning held 1,512 shares of GE Aerospace worth $565K as of Q2 2026.
  • Fee-Only Financial Planning sold 50 GE Aerospace shares in Q2 2026, an estimated $15.7K.
  • GE Aerospace made up 0.3% of Fee-Only Financial Planning's portfolio in Q2 2026, its #24 holding.
  • Fee-Only Financial Planning first reported a position in GE Aerospace in Q1 2023 and has held it in 14 quarters since.
  • 3,449 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.