Sterling Financial Planning’s GE Aerospace GE Stock Holding History

Sterling Financial Planning’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	$401K	Buy	1,072 +147	+16%	+$46K	0.11%	82
2026 Q1	$263K	Hold	925	–	–	0.08%	102
2025 Q4	$285K	Sell	925 -5	-0.5%	-$1.51K	0.09%	96
2025 Q3	$280K	Hold	930	–	–	0.09%	95
2025 Q2	$239K	Buy	+930	New	+$204K	0.08%	102
2021 Q4	–	Sell	-1,478	Closed	-$95K	–	216
2021 Q3	$95K	Buy	1,478 +365	+33%	+$23.5K	0.06%	130
2021 Q2	$75K	Hold	1,113	–	–	0.05%	142
2021 Q1	$73K	Hold	1,113	–	–	0.05%	128
2020 Q4	$60K	Buy	+1,113	New	+$49.9K	0.05%	129

Other funds holding GE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sterling Financial Planning's GE Position: Q2 2026 in Review

Sterling Financial Planning increased its GE Aerospace (GE) stake by 16% in Q2 2026, buying an estimated $46K and bringing the position to 1,072 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #82.

Sterling Financial Planning first reported a position in GE in Q4 2020 and has held it in 9 quarters since. 3,427 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Sterling Financial Planning held 1,072 shares of GE Aerospace worth $401K as of Q2 2026.
Sterling Financial Planning bought 147 GE Aerospace shares in Q2 2026, an estimated $46K.
GE Aerospace made up 0.11% of Sterling Financial Planning's portfolio in Q2 2026, its #82 holding.
Sterling Financial Planning first reported a position in GE Aerospace in Q4 2020 and has held it in 9 quarters since.
3,427 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.