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 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	$1.17M	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

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

Summit Wealth & Retirement Planning's GE Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 970 shares — an estimated $299K sold.

Summit Wealth & Retirement Planning first reported a position in GE in Q4 2018 and held it in 12 quarters. The position peaked at $1.17M in Q4 2019. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Summit Wealth & Retirement Planning reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 970 GE Aerospace shares in Q1 2026, an estimated $299K.
Summit Wealth & Retirement Planning first reported a position in GE Aerospace in Q4 2018 and held it in 12 quarters.
Summit Wealth & Retirement Planning's GE Aerospace position peaked at $1.17M in Q4 2019.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.