MPS Loria Financial Planners’s GE Aerospace GE Stock Holding History

MPS Loria Financial Planners’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	$670K	Sell	2,360 -47	-2%	-$14.8K	0.18%	34
2025 Q4	$742K	Buy	+2,407	New	+$725K	0.19%	33
2021 Q2	–	Sell	-422	Closed	-$27K	–	288
2021 Q1	$27K	Hold	422	–	–	0.01%	214
2020 Q4	$22K	Buy	422 +93	+28%	+$4.17K	0.01%	229
2020 Q3	$10K	Buy	329 +1	+0.3%	+$33	0.01%	238
2020 Q2	$11K	Buy	+328	New	+$11.1K	0.01%	243
2017 Q3	–	Sell	-942	Closed	-$113K	–	179
2017 Q2	$113K	Buy	+942	New	+$129K	0.08%	106

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MPS Loria Financial Planners's GE Position: Q1 2026 in Review

MPS Loria Financial Planners reduced its GE Aerospace (GE) stake by 2% in Q1 2026, selling an estimated $14.8K and leaving 2,360 shares worth $670K. The position accounts for 0.18% of the portfolio, ranked #34.

MPS Loria Financial Planners first reported a position in GE in Q2 2017 and has held it in 7 quarters since. The position peaked at $742K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

MPS Loria Financial Planners held 2,360 shares of GE Aerospace worth $670K as of Q1 2026.
MPS Loria Financial Planners sold 47 GE Aerospace shares in Q1 2026, an estimated $14.8K.
GE Aerospace made up 0.18% of MPS Loria Financial Planners's portfolio in Q1 2026, its #34 holding.
MPS Loria Financial Planners first reported a position in GE Aerospace in Q2 2017 and has held it in 7 quarters since.
MPS Loria Financial Planners's GE Aerospace position peaked at $742K in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.