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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
Q2 		$463K Buy
1,239
+72
+6% +$22.5K 0.07% 221
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Holistic Planning's GE Position: Q2 2026 in Review

Holistic Planning increased its GE Aerospace (GE) stake by 6.2% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,239 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #221.

Holistic Planning first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 3,444 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Holistic Planning held 1,239 shares of GE Aerospace worth $463K as of Q2 2026.
  • Holistic Planning bought 72 GE Aerospace shares in Q2 2026, an estimated $22.5K.
  • GE Aerospace made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #221 holding.
  • Holistic Planning first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 3,444 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.