Summit Wealth & Retirement Planning’s GE Aerospace GE Stock Holding History

Summit Wealth & Retirement 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 Q3	$216K	Hold	691	–	–	0.04%	104
2026 Q2	$258K	Buy	+691	New	+$216K	0.05%	95
2026 Q1	–	Sell	-970	Closed	-$299K	–	112
2025 Q4	$299K	Buy	970 +197	+25%	+$59.3K	0.07%	85
2025 Q3	$233K	Buy	+773	New	+$211K	0.06%	96
2021 Q2	–	Sell	-17,732	Closed	-$1.16M	–	88
2021 Q1	$1.16M	Hold	17,732	–	–	0.43%	41
2020 Q4	$954K	Sell	17,732 -882	-5%	-$39.5K	0.36%	51
2020 Q3	$578K	Sell	18,614 -1,031	-5%	-$33.5K	0.25%	66
2020 Q2	$669K	Sell	19,645 -953	-5%	-$32.1K	0.31%	59
2020 Q1	$815K	Sell	20,598 -341	-2%	-$18.2K	0.44%	48
2019 Q4	$1.16M	Sell	20,939 -286	-1%	-$14.8K	0.52%	40
2019 Q3	$946K	Sell	21,225 -241	-1%	-$11.3K	0.57%	41
2019 Q2	$1.12M	Sell	21,466 -1,352	-6%	-$66.6K	0.66%	34
2019 Q1	$1.14M	Sell	22,818 -366	-2%	-$17.2K	0.68%	35
2018 Q4	$841K	Buy	+23,184	New	+$1.05M	0.64%	41

Other funds holding GE

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Summit Wealth & Retirement Planning's GE Position: Q3 2026 in Review

Summit Wealth & Retirement Planning held its GE Aerospace (GE) position steady in Q3 2026 at 691 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #104.

Summit Wealth & Retirement Planning first reported a position in GE in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.16M in Q4 2019. 2,772 funds tracked by Wall St. Rank hold GE as of Q3 2026.

Summit Wealth & Retirement Planning held 691 shares of GE Aerospace worth $216K as of Q3 2026.
Summit Wealth & Retirement Planning left its GE Aerospace share count unchanged in Q3 2026.
GE Aerospace made up 0.04% of Summit Wealth & Retirement Planning's portfolio in Q3 2026, its #104 holding.
Summit Wealth & Retirement Planning first reported a position in GE Aerospace in Q4 2018 and has held it in 14 quarters since.
Summit Wealth & Retirement Planning's GE Aerospace position peaked at $1.16M in Q4 2019.
2,772 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2026, filed 12 Nov 2026.