Retirement Capital Strategies’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
Q1 | $565K | Hold |
1,991
| – | – | 0.21% | 45 |
|
|
2025
Q4 | $613K | Hold |
1,991
| – | – | 0.23% | 48 |
|
|
2025
Q3 | $599K | Hold |
1,991
| – | – | 0.23% | 44 |
|
|
2025
Q2 | $512K | Hold |
1,991
| – | – | 0.2% | 48 |
|
|
2025
Q1 | $398K | Hold |
1,991
| – | – | 0.16% | 66 |
|
|
2024
Q4 | $332K | Hold |
1,991
| – | – | 0.13% | 68 |
|
|
2024
Q3 | $375K | Hold |
1,991
| – | – | 0.15% | 53 |
|
|
2024
Q2 | $317K | Sell |
1,991
-504
| -20% | -$80.5K | 0.13% | 59 |
|
|
2024
Q1 | $349K | Hold |
2,495
| – | – | 0.14% | 58 |
|
|
2023
Q4 | $254K | Hold |
2,495
| – | – | 0.11% | 67 |
|
|
2023
Q3 | $220K | Hold |
2,495
| – | – | 0.1% | 55 |
|
|
2023
Q2 | $219K | Buy |
+2,495
| New | +$202K | 0.1% | 56 |
|
|
2021
Q4 | – | Sell |
-3,220
| Closed | -$207K | – | 79 |
|
|
2021
Q3 | $207K | Sell |
3,220
-1
| -0% | -$64 | 0.08% | 70 |
|
|
2021
Q2 | $216K | Hold |
3,221
| – | – | 0.08% | 76 |
|
|
2021
Q1 | $211K | Sell |
3,221
-217
| -6% | -$13.1K | 0.08% | 73 |
|
|
2020
Q4 | $185K | Hold |
3,438
| – | – | 0.08% | 62 |
|
|
2020
Q3 | $127K | Buy |
3,438
+1,275
| +59% | +$41.4K | 0.06% | 62 |
|
|
2020
Q2 | $74K | Sell |
2,163
-1,383
| -39% | -$46.6K | 0.04% | 46 |
|
|
2020
Q1 | $140K | Sell |
3,546
-40
| -1% | -$2.13K | 0.08% | 39 |
|
|
2019
Q4 | $199K | Sell |
3,586
-2,740
| -43% | -$142K | 0.09% | 53 |
|
|
2019
Q3 | $282K | Buy |
6,326
+2,225
| +54% | +$105K | 0.14% | 41 |
|
|
2019
Q2 | $215K | Hold |
4,101
| – | – | 0.11% | 49 |
|
|
2019
Q1 | $204K | Sell |
4,101
-164
| -4% | -$7.72K | 0.1% | 47 |
|
|
2018
Q4 | $155K | Sell |
4,265
-6
| -0.1% | -$271 | 0.09% | 46 |
|
|
2018
Q3 | $231K | Buy |
4,271
+29
| +0.7% | +$1.79K | 0.11% | 41 |
|
|
2018
Q2 | $277K | Hold |
4,242
| – | – | 0.15% | 25 |
|
|
2018
Q1 | $274K | Buy |
4,242
+42
| +1% | +$3.11K | 0.14% | 17 |
|
|
2017
Q4 | $351K | Hold |
4,200
| – | – | 0.18% | 17 |
|
|
2017
Q3 | $472K | Sell |
4,200
-994
| -19% | -$120K | 0.25% | 14 |
|
|
2017
Q2 | $648K | Sell |
5,194
-41
| -0.8% | -$5.62K | 0.36% | 11 |
|
|
2017
Q1 | $752K | Hold |
5,235
| – | – | 0.43% | 11 |
|
|
2016
Q4 | $795K | Hold |
5,235
| – | – | 0.46% | 11 |
|
|
2016
Q3 | $743K | Buy |
5,235
+45
| +0.9% | +$6.71K | 0.43% | 11 |
|
|
2016
Q2 | $783K | Buy |
5,190
+43
| +0.8% | +$6.27K | 0.46% | 11 |
|
|
2016
Q1 | $784K | Buy |
5,147
+1,431
| +39% | +$202K | 0.46% | 12 |
|
|
2015
Q4 | $555K | Buy |
3,716
+1
| +0% | +$142 | 0.34% | 11 |
|
|
2015
Q3 | $449K | Sell |
3,715
-42
| -1% | -$5.15K | 0.28% | 12 |
|
|
2015
Q2 | $478K | Buy |
3,757
+1
| +0% | +$130 | 0.29% | 12 |
|
|
2015
Q1 | $447K | Buy |
3,756
+1
| +0% | +$119 | 0.26% | 14 |
|
|
2014
Q4 | $455K | Buy |
3,755
+42
| +1% | +$5.17K | 0.27% | 14 |
|
|
2014
Q3 | $456K | Hold |
3,713
| – | – | 0.41% | 9 |
|
|
2014
Q2 | $468K | Hold |
3,713
| – | – | 0.41% | 9 |
|
|
2014
Q1 | $461K | Hold |
3,713
| – | – | 0.43% | 9 |
|
|
2013
Q4 | $499K | Buy |
+3,713
| New | +$468K | 0.5% | 9 |
|
Other funds holding GE
VCM
VPM
Retirement Capital Strategies's GE Position: Q1 2026 in Review
Retirement Capital Strategies held its GE Aerospace (GE) position steady in Q1 2026 at 1,991 shares worth $565K. The position accounts for 0.21% of the portfolio, ranked #45.
Retirement Capital Strategies first reported a position in GE in Q4 2013 and has held it in 44 quarters since. The position peaked at $795K in Q4 2016. 3,211 funds tracked by Wall St. Rank hold GE as of Q1 2026.
- Retirement Capital Strategies held 1,991 shares of GE Aerospace worth $565K as of Q1 2026.
- Retirement Capital Strategies left its GE Aerospace share count unchanged in Q1 2026.
- GE Aerospace made up 0.21% of Retirement Capital Strategies's portfolio in Q1 2026, its #45 holding.
- Retirement Capital Strategies first reported a position in GE Aerospace in Q4 2013 and has held it in 44 quarters since.
- Retirement Capital Strategies's GE Aerospace position peaked at $795K in Q4 2016.
- 3,211 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.
Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.