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Strategic Planning Group’s GE Aerospace GE Stock Holding History

Strategic Planning Group’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 		$18.3M Buy
48,833
+2,464
+5% +$771K 1.99% 20
2026
Q1 		$13.2M Buy
46,369
+19,166
+70% +$6.02M 1.84% 19
2025
Q4 		$8.38M Buy
27,203
+2,094
+8% +$631K 1.08% 33
2025
Q3 		$7.55M Buy
+25,109
New +$6.86M 1.02% 36

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Strategic Planning Group's GE Position: Q2 2026 in Review

Strategic Planning Group increased its GE Aerospace (GE) stake by 5.3% in Q2 2026, buying an estimated $771K and bringing the position to 48,833 shares worth $18.3M. The position accounts for 1.99% of the portfolio, ranked #20.

Strategic Planning Group first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 781 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Strategic Planning Group held 48,833 shares of GE Aerospace worth $18.3M as of Q2 2026.
  • Strategic Planning Group bought 2,464 GE Aerospace shares in Q2 2026, an estimated $771K.
  • GE Aerospace made up 1.99% of Strategic Planning Group's portfolio in Q2 2026, its #20 holding.
  • Strategic Planning Group first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 781 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.