Total Wealth Planning & Management’s GE Aerospace GE Stock Holding History

Total Wealth Planning & Management’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	$1.38M	Sell	3,690 -141	-4%	-$44.1K	0.93%	21
2026 Q1	$1.09M	Buy	3,831 +1,578	+70%	+$496K	0.8%	35
2025 Q4	$694K	Buy	+2,253	New	+$678K	0.51%	54
2025 Q2	$570K	Sell	2,214 -288	-12%	-$63.2K	0.46%	69
2025 Q1	$501K	Sell	2,502 -431	-15%	-$84.8K	0.47%	68
2024 Q4	$489K	Buy	+2,933	New	+$523K	0.44%	65

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 $3.38T AUM 44.17% 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

Total Wealth Planning & Management's GE Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its GE Aerospace (GE) stake by 3.7% in Q2 2026, selling an estimated $44.1K and leaving 3,690 shares worth $1.38M. The position accounts for 0.93% of the portfolio, ranked #21.

Total Wealth Planning & Management first reported a position in GE in Q4 2024 and has held it in 6 quarters since. 3,458 funds tracked by Wall St. Rank hold GE as of Q2 2026.

Total Wealth Planning & Management held 3,690 shares of GE Aerospace worth $1.38M as of Q2 2026.
Total Wealth Planning & Management sold 141 GE Aerospace shares in Q2 2026, an estimated $44.1K.
GE Aerospace made up 0.93% of Total Wealth Planning & Management's portfolio in Q2 2026, its #21 holding.
Total Wealth Planning & Management first reported a position in GE Aerospace in Q4 2024 and has held it in 6 quarters since.
3,458 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.