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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
Q2 		$2.48M Sell
6,627
-92
-1% -$28.8K 0.24% 56
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 $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

Pinnacle Wealth Planning Services's GE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its GE Aerospace (GE) stake by 1.4% in Q2 2026, selling an estimated $28.8K and leaving 6,627 shares worth $2.48M. The position accounts for 0.24% of the portfolio, ranked #56.

Pinnacle Wealth Planning Services first reported a position in GE in Q3 2019 and has held it in 28 quarters since. 3,445 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,627 shares of GE Aerospace worth $2.48M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 92 GE Aerospace shares in Q2 2026, an estimated $28.8K.
  • GE Aerospace made up 0.24% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #56 holding.
  • Pinnacle Wealth Planning Services first reported a position in GE Aerospace in Q3 2019 and has held it in 28 quarters since.
  • 3,445 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.