Plan A Wealth’s GE Aerospace GE Stock Holding History

Plan A Wealth’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 Q3	$1.08M	Sell	3,468 -73	-2%	-$25.3K	0.39%	28
2026 Q2	$1.32M	Buy	3,541 +6	+0.2%	+$1.88K	0.56%	20
2026 Q1	$1M	Sell	3,535 -74	-2%	-$23.3K	0.48%	23
2025 Q4	$1.11M	Buy	3,609 +12	+0.3%	+$3.61K	0.54%	20
2025 Q3	$1.08M	Sell	3,597 -3	-0.1%	-$820	0.55%	20
2025 Q2	$927K	Sell	3,600 -16	-0.4%	-$3.51K	0.53%	30
2025 Q1	$724K	Sell	3,616 -408	-10%	-$80.3K	0.56%	36
2024 Q4	$671K	Buy	+4,024	New	+$718K	0.61%	37

Other funds holding GE

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Plan A Wealth's GE Position: Q3 2026 in Review

Plan A Wealth reduced its GE Aerospace (GE) stake by 2.1% in Q3 2026, selling an estimated $25.3K and leaving 3,468 shares worth $1.08M. The position accounts for 0.39% of the portfolio, ranked #28.

Plan A Wealth first reported a position in GE in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q2 2026. 173 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Plan A Wealth held 3,468 shares of GE Aerospace worth $1.08M as of Q3 2026.
Plan A Wealth sold 73 GE Aerospace shares in Q3 2026, an estimated $25.3K.
GE Aerospace made up 0.39% of Plan A Wealth's portfolio in Q3 2026, its #28 holding.
Plan A Wealth first reported a position in GE Aerospace in Q4 2024 and has held it in 8 quarters since.
Plan A Wealth's GE Aerospace position peaked at $1.32M in Q2 2026.
173 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.