Litman Gregory Wealth Management’s GE Aerospace GE Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$1.54K	Buy	+5	New	+$1.51K	﹤0.01%	309
2021 Q2	–	Sell	-463	Closed	-$30K	–	107
2021 Q1	$30K	Hold	463	–	–	0.01%	116
2020 Q4	$25K	Hold	463	–	–	﹤0.01%	125
2020 Q3	$14K	Hold	463	–	–	﹤0.01%	132
2020 Q2	$16K	Hold	463	–	–	﹤0.01%	119
2020 Q1	$18K	Hold	463	–	–	﹤0.01%	107
2019 Q4	$26K	Sell	463 -22	-5%	-$1.14K	0.01%	113
2019 Q3	$22K	Sell	485 -21	-4%	-$987	0.01%	106
2019 Q2	$26K	Buy	506 +43	+9%	+$2.12K	0.01%	123
2019 Q1	$23K	Sell	463 -19	-4%	-$895	0.01%	86
2018 Q4	$17K	Sell	482 -2,970	-86%	-$134K	0.01%	99
2018 Q3	$187K	Hold	3,452	–	–	0.06%	39
2018 Q2	$225K	Hold	3,452	–	–	0.09%	33
2018 Q1	$223K	Buy	+3,452	New	+$256K	0.09%	33

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Litman Gregory Wealth Management's GE Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in GE Aerospace (GE) in Q4 2025: 5 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in GE as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in GE in Q1 2018 and has held it in 14 quarters since. The position peaked at $225K in Q2 2018. 3,224 funds tracked by Wall St. Rank hold GE as of Q4 2025.

Litman Gregory Wealth Management held 5 shares of GE Aerospace worth $1.54K as of Q4 2025.
GE Aerospace was a new Litman Gregory Wealth Management position in Q4 2025.
GE Aerospace made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #309 holding.
Litman Gregory Wealth Management first reported a position in GE Aerospace in Q1 2018 and has held it in 14 quarters since.
Litman Gregory Wealth Management's GE Aerospace position peaked at $225K in Q2 2018.
3,224 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.