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Pinnacle Wealth Planning Services’s GE Aerospace GE Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.91M Buy
6,719
+97
+1% +$30.5K 0.2% 61
2025
Q4 		$2.04M Sell
6,622
-105
-2% -$31.6K 0.21% 57
2025
Q3 		$2.02M Buy
6,727
+1,165
+21% +$318K 0.24% 58
2025
Q2 		$1.43M Buy
5,562
+1,454
+35% +$319K 0.19% 65
2025
Q1 		$822K Buy
4,108
+232
+6% +$45.6K 0.12% 96
2024
Q4 		$646K Sell
3,876
-1,463
-27% -$261K 0.1% 126
2024
Q3 		$1.01M Buy
5,339
+394
+8% +$66.8K 0.14% 99
2024
Q2 		$786K Sell
4,945
-1,272
-20% -$203K 0.11% 116
2024
Q1 		$871K Sell
6,217
-24
-0.4% -$2.83K 0.13% 109
2023
Q4 		$636K Buy
6,241
+717
+13% +$66.4K 0.1% 137
2023
Q3 		$487K Sell
5,524
-4
-0.1% -$360 0.08% 166
2023
Q2 		$485K Buy
5,528
+110
+2% +$8.91K 0.08% 170
2023
Q1 		$413K Sell
5,418
-1,441
-21% -$96.4K 0.07% 202
2022
Q4 		$358K Sell
6,859
-2,235
-25% -$110K 0.06% 227
2022
Q3 		$350K Buy
9,094
+3,207
+54% +$141K 0.06% 199
2022
Q2 		$234K Sell
5,887
-328
-5% -$15.9K 0.04% 304
2022
Q1 		$354K Sell
6,215
-810
-12% -$48.3K 0.06% 239
2021
Q4 		$414K Buy
7,025
+184
+3% +$11.6K 0.08% 198
2021
Q3 		$439K Buy
6,841
+116
+2% +$7.46K 0.1% 164
2021
Q2 		$451K Buy
6,725
+51
+0.8% +$3.4K 0.1% 155
2021
Q1 		$437K Buy
6,674
+695
+12% +$42.1K 0.11% 147
2020
Q4 		$322K Buy
5,979
+324
+6% +$14.5K 0.08% 182
2020
Q3 		$175K Buy
5,655
+218
+4% +$7.09K 0.06% 246
2020
Q2 		$185K Sell
5,437
-691
-11% -$23.3K 0.06% 233
2020
Q1 		$242K Buy
6,128
+1,233
+25% +$65.7K 0.11% 162
2019
Q4 		$272K Buy
4,895
+1,703
+53% +$88K 0.13% 164
2019
Q3 		$142K Buy
+3,192
New +$150K 0.08% 193

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pinnacle Wealth Planning Services's GE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its GE Aerospace (GE) stake by 1.5% in Q1 2026, buying an estimated $30.5K and bringing the position to 6,719 shares worth $1.91M. The position accounts for 0.2% of the portfolio, ranked #61.

Pinnacle Wealth Planning Services first reported a position in GE in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.04M in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,719 shares of GE Aerospace worth $1.91M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 97 GE Aerospace shares in Q1 2026, an estimated $30.5K.
  • GE Aerospace made up 0.2% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #61 holding.
  • Pinnacle Wealth Planning Services first reported a position in GE Aerospace in Q3 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's GE Aerospace position peaked at $2.04M in Q4 2025.
  • 3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.