Journey Retirement Planning & Investment Management’s GE Aerospace GE Stock Holding History

Journey Retirement Planning & Investment Management’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	$248K	Buy	+664	New	+$208K	0.19%	130
2026 Q1	–	Sell	-1,064	Closed	-$328K	–	173
2025 Q4	$328K	Buy	+1,064	New	+$320K	0.07%	191

Other funds holding GE

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Journey Retirement Planning & Investment Management's GE Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in GE Aerospace (GE) in Q2 2026: 664 shares worth $248K. The stake represents 0.19% of the portfolio and ranks #130 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in GE as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in GE in Q4 2025 and has held it in 2 quarters since. The position peaked at $328K in Q4 2025. 2,168 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Journey Retirement Planning & Investment Management held 664 shares of GE Aerospace worth $248K as of Q2 2026.
GE Aerospace was a new Journey Retirement Planning & Investment Management position in Q2 2026.
GE Aerospace made up 0.19% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #130 holding.
Journey Retirement Planning & Investment Management first reported a position in GE Aerospace in Q4 2025 and has held it in 2 quarters since.
Journey Retirement Planning & Investment Management's GE Aerospace position peaked at $328K in Q4 2025.
2,168 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.