LifePlan Investment Advisors’s GE Aerospace GE Stock Holding History

LifePlan Investment Advisors’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	$1.61M	Buy	4,303 +22	+0.5%	+$6.89K	0.55%	52
2026 Q1	$1.21M	Sell	4,281 -206	-5%	-$64.7K	0.48%	58
2025 Q4	$1.38M	Buy	4,487 +446	+11%	+$134K	0.56%	50
2025 Q3	$1.22M	Hold	4,041	–	–	0.51%	50
2025 Q2	$1.04M	Sell	4,041 -4	-0.1%	-$878	0.52%	53
2025 Q1	$810K	Sell	4,045 -6	-0.1%	-$1.18K	0.47%	56
2024 Q4	$676K	Buy	4,051 +3	+0.1%	+$535	0.42%	54
2024 Q3	$763K	Buy	4,048 +19	+0.5%	+$3.22K	0.49%	48
2024 Q2	$640K	Sell	4,029 -933	-19%	-$149K	0.46%	48
2024 Q1	$695K	Buy	4,962 +62	+1%	+$7.31K	0.55%	40
2023 Q4	$499K	Buy	4,900 +78	+2%	+$7.23K	0.46%	40
2023 Q3	$425K	Buy	+4,822	New	+$433K	0.45%	40

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

LifePlan Investment Advisors's GE Position: Q2 2026 in Review

LifePlan Investment Advisors increased its GE Aerospace (GE) stake by 0.51% in Q2 2026, buying an estimated $6.89K and bringing the position to 4,303 shares worth $1.61M. The position accounts for 0.55% of the portfolio, ranked #52.

LifePlan Investment Advisors first reported a position in GE in Q3 2023 and has held it in 12 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

LifePlan Investment Advisors held 4,303 shares of GE Aerospace worth $1.61M as of Q2 2026.
LifePlan Investment Advisors bought 22 GE Aerospace shares in Q2 2026, an estimated $6.89K.
GE Aerospace made up 0.55% of LifePlan Investment Advisors's portfolio in Q2 2026, its #52 holding.
LifePlan Investment Advisors first reported a position in GE Aerospace in Q3 2023 and has held it in 12 quarters since.
3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.