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Peak Retirement Planning’s GE Aerospace GE Stock Holding History

Peak Retirement Planning’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 		$1.47M Sell
3,942
-45
-1% -$14.1K 0.23% 81
2026
Q1 		$1.13M Buy
3,987
+175
+5% +$55K 0.23% 83
2025
Q4 		$1.17M Buy
3,812
+93
+3% +$28K 0.27% 80
2025
Q3 		$1.12M Buy
+3,719
New +$1.02M 0.32% 75

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Peak Retirement Planning's GE Position: Q2 2026 in Review

Peak Retirement Planning reduced its GE Aerospace (GE) stake by 1.1% in Q2 2026, selling an estimated $14.1K and leaving 3,942 shares worth $1.47M. The position accounts for 0.23% of the portfolio, ranked #81.

Peak Retirement Planning first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 3,424 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Peak Retirement Planning held 3,942 shares of GE Aerospace worth $1.47M as of Q2 2026.
  • Peak Retirement Planning sold 45 GE Aerospace shares in Q2 2026, an estimated $14.1K.
  • GE Aerospace made up 0.23% of Peak Retirement Planning's portfolio in Q2 2026, its #81 holding.
  • Peak Retirement Planning first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 3,424 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.