Planned Solutions’s GE Aerospace GE Stock Holding History

Planned Solutions’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	$225K	Buy	719 +68	+10%	+$23.6K	0.06%	146
2026 Q2	$243K	Buy	+651	New	+$204K	0.07%	131
2026 Q1	–	Sell	-657	Closed	-$202K	–	143
2025 Q4	$202K	Buy	+657	New	+$198K	0.06%	137
2024 Q4	–	Sell	-21	Closed	-$3.96K	–	303
2024 Q3	$3.96K	Buy	+21	New	+$3.56K	﹤0.01%	515
2024 Q1	–	Sell	-11	Closed	-$1.15K	–	258
2023 Q4	$1.15K	Buy	+11	New	+$1.02K	﹤0.01%	532
2021 Q1	–	Sell	-111	Closed	-$6K	–	191
2020 Q4	$6K	Hold	111	–	–	﹤0.01%	365
2020 Q3	$3K	Buy	+111	New	+$3.61K	﹤0.01%	297

Other funds holding GE

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Planned Solutions's GE Position: Q3 2026 in Review

Planned Solutions increased its GE Aerospace (GE) stake by 10% in Q3 2026, buying an estimated $23.6K and bringing the position to 719 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #146.

Planned Solutions first reported a position in GE in Q3 2020 and has held it in 7 quarters since. The position peaked at $243K in Q2 2026. 658 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Planned Solutions held 719 shares of GE Aerospace worth $225K as of Q3 2026.
Planned Solutions bought 68 GE Aerospace shares in Q3 2026, an estimated $23.6K.
GE Aerospace made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #146 holding.
Planned Solutions first reported a position in GE Aerospace in Q3 2020 and has held it in 7 quarters since.
Planned Solutions's GE Aerospace position peaked at $243K in Q2 2026.
658 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.