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 Q2	$923K	Buy	2,468 +108	+5%	+$33.8K	0.21%	32
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 $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

MPS Loria Financial Planners's GE Position: Q2 2026 in Review

MPS Loria Financial Planners increased its GE Aerospace (GE) stake by 4.6% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,468 shares worth $923K. The position accounts for 0.21% of the portfolio, ranked #32.

MPS Loria Financial Planners first reported a position in GE in Q2 2017 and has held it in 8 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

MPS Loria Financial Planners held 2,468 shares of GE Aerospace worth $923K as of Q2 2026.
MPS Loria Financial Planners bought 108 GE Aerospace shares in Q2 2026, an estimated $33.8K.
GE Aerospace made up 0.21% of MPS Loria Financial Planners's portfolio in Q2 2026, its #32 holding.
MPS Loria Financial Planners first reported a position in GE Aerospace in Q2 2017 and has held it in 8 quarters since.
3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.