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Strategic Planning Inc’s GE Aerospace GE Stock Holding History

Strategic Planning Inc’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 		$1.18M Buy
4,175
+61
+1% +$19.2K 0.59% 26
2025
Q4 		$1.27M Sell
4,114
-33
-0.8% -$9.94K 0.68% 25
2025
Q3 		$1.25M Buy
4,147
+65
+2% +$17.8K 0.72% 26
2025
Q2 		$1.05M Sell
4,082
-105
-3% -$23K 0.63% 30
2025
Q1 		$838K Buy
+4,187
New +$824K 0.47% 31

Other funds holding GE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Strategic Planning Inc's GE Position: Q1 2026 in Review

Strategic Planning Inc increased its GE Aerospace (GE) stake by 1.5% in Q1 2026, buying an estimated $19.2K and bringing the position to 4,175 shares worth $1.18M. The position accounts for 0.59% of the portfolio, ranked #26.

Strategic Planning Inc first reported a position in GE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q4 2025. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Strategic Planning Inc held 4,175 shares of GE Aerospace worth $1.18M as of Q1 2026.
  • Strategic Planning Inc bought 61 GE Aerospace shares in Q1 2026, an estimated $19.2K.
  • GE Aerospace made up 0.59% of Strategic Planning Inc's portfolio in Q1 2026, its #26 holding.
  • Strategic Planning Inc first reported a position in GE Aerospace in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's GE Aerospace position peaked at $1.27M in Q4 2025.
  • 3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.