PlanVest Financial’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$163K Buy
436
+71
+19% +$22.2K 0.11% 116
2026
Q1
$104K Buy
+365
New +$115K 0.08% 135

Other funds holding GE

PlanVest Financial's GE Position: Q2 2026 in Review

PlanVest Financial increased its GE Aerospace (GE) stake by 19% in Q2 2026, buying an estimated $22.2K and bringing the position to 436 shares worth $163K. The position accounts for 0.11% of the portfolio, ranked #116.

PlanVest Financial first reported a position in GE in Q1 2026 and has held it in 2 quarters since. 3,290 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • PlanVest Financial held 436 shares of GE Aerospace worth $163K as of Q2 2026.
  • PlanVest Financial bought 71 GE Aerospace shares in Q2 2026, an estimated $22.2K.
  • GE Aerospace made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #116 holding.
  • PlanVest Financial first reported a position in GE Aerospace in Q1 2026 and has held it in 2 quarters since.
  • 3,290 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.