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Retirement Planning Group (New York)’s GE Aerospace GE Stock Holding History

Retirement Planning Group (New York)’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 		$4.28M Buy
11,447
+254
+2% +$79.5K 2.33% 12
2026
Q1 		$3.18M Sell
11,193
-193
-2% -$60.7K 2.05% 18
2025
Q4 		$3.51M Buy
11,386
+220
+2% +$66.2K 2.4% 17
2025
Q3 		$3.36M Buy
11,166
+10
+0.1% +$2.73K 2.52% 15
2025
Q2 		$2.87M Buy
11,156
+12
+0.1% +$2.63K 2.52% 14
2025
Q1 		$2.23M Buy
11,144
+149
+1% +$29.3K 2.27% 15
2024
Q4 		$1.83M Buy
+10,995
New +$1.96M 2.02% 17

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
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

Retirement Planning Group (New York)'s GE Position: Q2 2026 in Review

Retirement Planning Group (New York) increased its GE Aerospace (GE) stake by 2.3% in Q2 2026, buying an estimated $79.5K and bringing the position to 11,447 shares worth $4.28M. The position accounts for 2.33% of the portfolio, ranked #12.

Retirement Planning Group (New York) first reported a position in GE in Q4 2024 and has held it in 7 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Retirement Planning Group (New York) held 11,447 shares of GE Aerospace worth $4.28M as of Q2 2026.
  • Retirement Planning Group (New York) bought 254 GE Aerospace shares in Q2 2026, an estimated $79.5K.
  • GE Aerospace made up 2.33% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #12 holding.
  • Retirement Planning Group (New York) first reported a position in GE Aerospace in Q4 2024 and has held it in 7 quarters since.
  • 3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.