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Prism Planning Partners’s GE Aerospace GE Stock Holding History

Prism Planning Partners’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 		– Sell
-420
Closed -$119K – 39
2026
Q1 		$119K Sell
420
-390
-48% -$123K 0.14% 40
2025
Q4 		$249K Buy
+810
New +$244K 0.28% 38

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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

Prism Planning Partners's GE Position: Q2 2026 in Review

Prism Planning Partners sold out of GE Aerospace (GE) in Q2 2026, closing a stake of 420 shares — an estimated $119K sold.

Prism Planning Partners first reported a position in GE in Q4 2025 and held it in 2 quarters. The position peaked at $249K in Q4 2025. 3,438 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Prism Planning Partners reported no remaining GE Aerospace position as of Q2 2026 after selling out during the quarter.
  • Prism Planning Partners sold 420 GE Aerospace shares in Q2 2026, an estimated $119K.
  • Prism Planning Partners first reported a position in GE Aerospace in Q4 2025 and held it in 2 quarters.
  • Prism Planning Partners's GE Aerospace position peaked at $249K in Q4 2025.
  • 3,438 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.