Spartan Planning & Wealth Management’s GE Aerospace GE Stock Holding History

Spartan Planning & Wealth Management’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 Q1	$375K	Sell	1,321 -892	-40%	-$280K	0.28%	47
2025 Q4	$682K	Buy	2,213 +205	+10%	+$61.7K	0.5%	33
2025 Q3	$604K	Buy	2,008 +30	+2%	+$8.2K	0.47%	36
2025 Q2	$509K	Sell	1,978 -140	-7%	-$30.7K	0.44%	41
2025 Q1	$424K	Buy	2,118 +863	+69%	+$170K	0.41%	43
2024 Q4	$209K	Buy	+1,255	New	+$224K	0.19%	69
2023 Q4	$200K	Buy	1,967 +1,515	+335%	+$140K	0.21%	56
2023 Q3	$39.9K	Buy	+452	New	+$40.6K	0.05%	92
2022 Q4	$47.2K	Buy	+904	New	+$44.4K	0.06%	98

Other funds holding GE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Spartan Planning & Wealth Management's GE Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its GE Aerospace (GE) stake by 40% in Q1 2026, selling an estimated $280K and leaving 1,321 shares worth $375K. The position accounts for 0.28% of the portfolio, ranked #47.

Spartan Planning & Wealth Management first reported a position in GE in Q4 2022 and has held it in 9 quarters since. The position peaked at $682K in Q4 2025. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Spartan Planning & Wealth Management held 1,321 shares of GE Aerospace worth $375K as of Q1 2026.
Spartan Planning & Wealth Management sold 892 GE Aerospace shares in Q1 2026, an estimated $280K.
GE Aerospace made up 0.28% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #47 holding.
Spartan Planning & Wealth Management first reported a position in GE Aerospace in Q4 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's GE Aerospace position peaked at $682K in Q4 2025.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.