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Holistic Planning’s GE Aerospace GE Stock Holding History

Holistic 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
Q1 		$331K Buy
1,167
+20
+2% +$6.29K 0.07% 229
2025
Q4 		$353K Buy
1,147
+152
+15% +$45.8K 0.08% 202
2025
Q3 		$299K Buy
+995
New +$272K 0.08% 184

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Holistic Planning's GE Position: Q1 2026 in Review

Holistic Planning increased its GE Aerospace (GE) stake by 1.7% in Q1 2026, buying an estimated $6.29K and bringing the position to 1,167 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #229.

Holistic Planning first reported a position in GE in Q3 2025 and has held it in 3 quarters since. The position peaked at $353K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Holistic Planning held 1,167 shares of GE Aerospace worth $331K as of Q1 2026.
  • Holistic Planning bought 20 GE Aerospace shares in Q1 2026, an estimated $6.29K.
  • GE Aerospace made up 0.07% of Holistic Planning's portfolio in Q1 2026, its #229 holding.
  • Holistic Planning first reported a position in GE Aerospace in Q3 2025 and has held it in 3 quarters since.
  • Holistic Planning's GE Aerospace position peaked at $353K in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.