BFC Planning, Inc.’s GE Aerospace GE Stock Holding History

BFC Planning, Inc.’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	$2.5M	Buy	6,697 +202	+3%	+$63.2K	0.1%	205
2026 Q1	$1.84M	Sell	6,495 -830	-11%	-$261K	0.08%	242
2025 Q4	$2.26M	Buy	7,325 +1,563	+27%	+$471K	0.1%	193
2025 Q3	$1.73M	Sell	5,762 -14	-0.2%	-$3.83K	0.13%	147
2025 Q2	$1.49M	Sell	5,776 -39,388	-87%	-$8.64M	0.12%	164
2025 Q1	$9.04M	Sell	45,164 -1,390	-3%	-$273K	0.8%	18
2024 Q4	$7.77M	Buy	+46,554	New	+$8.31M	0.65%	24

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BFC Planning, Inc.'s GE Position: Q2 2026 in Review

BFC Planning, Inc. increased its GE Aerospace (GE) stake by 3.1% in Q2 2026, buying an estimated $63.2K and bringing the position to 6,697 shares worth $2.5M. The position accounts for 0.1% of the portfolio, ranked #205.

BFC Planning, Inc. first reported a position in GE in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.04M in Q1 2025. 3,469 funds tracked by Wall St. Rank hold GE as of Q2 2026.

BFC Planning, Inc. held 6,697 shares of GE Aerospace worth $2.5M as of Q2 2026.
BFC Planning, Inc. bought 202 GE Aerospace shares in Q2 2026, an estimated $63.2K.
GE Aerospace made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #205 holding.
BFC Planning, Inc. first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s GE Aerospace position peaked at $9.04M in Q1 2025.
3,469 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.