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

Fee-Only Financial 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 Q3	$472K	Hold	1,512	–	–	0.26%	26
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fee-Only Financial Planning's GE Position: Q3 2026 in Review

Fee-Only Financial Planning held its GE Aerospace (GE) position steady in Q3 2026 at 1,512 shares worth $472K. The position accounts for 0.26% of the portfolio, ranked #26.

Fee-Only Financial Planning first reported a position in GE in Q1 2023 and has held it in 15 quarters since. The position peaked at $565K in Q2 2026. 1,767 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Fee-Only Financial Planning held 1,512 shares of GE Aerospace worth $472K as of Q3 2026.
Fee-Only Financial Planning left its GE Aerospace share count unchanged in Q3 2026.
GE Aerospace made up 0.26% of Fee-Only Financial Planning's portfolio in Q3 2026, its #26 holding.
Fee-Only Financial Planning first reported a position in GE Aerospace in Q1 2023 and has held it in 15 quarters since.
Fee-Only Financial Planning's GE Aerospace position peaked at $565K in Q2 2026.
1,767 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.