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
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: Q1 2026 in Review

Fee-Only Financial Planning reduced its GE Aerospace (GE) stake by 6% in Q1 2026, selling an estimated $31.4K and leaving 1,562 shares worth $443K. The position accounts for 0.27% of the portfolio, ranked #26.

Fee-Only Financial Planning first reported a position in GE in Q1 2023 and has held it in 13 quarters since. The position peaked at $550K in Q3 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Fee-Only Financial Planning held 1,562 shares of GE Aerospace worth $443K as of Q1 2026.
  • Fee-Only Financial Planning sold 100 GE Aerospace shares in Q1 2026, an estimated $31.4K.
  • GE Aerospace made up 0.27% of Fee-Only Financial Planning's portfolio in Q1 2026, its #26 holding.
  • Fee-Only Financial Planning first reported a position in GE Aerospace in Q1 2023 and has held it in 13 quarters since.
  • Fee-Only Financial Planning's GE Aerospace position peaked at $550K in Q3 2025.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.