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 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 $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

Total Wealth Planning & Management's GE Position: Q1 2026 in Review

Total Wealth Planning & Management increased its GE Aerospace (GE) stake by 70% in Q1 2026, buying an estimated $496K and bringing the position to 3,831 shares worth $1.09M. The position accounts for 0.8% of the portfolio, ranked #35.

Total Wealth Planning & Management first reported a position in GE in Q4 2024 and has held it in 5 quarters since. 3,208 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Total Wealth Planning & Management held 3,831 shares of GE Aerospace worth $1.09M as of Q1 2026.
Total Wealth Planning & Management bought 1,578 GE Aerospace shares in Q1 2026, an estimated $496K.
GE Aerospace made up 0.8% of Total Wealth Planning & Management's portfolio in Q1 2026, its #35 holding.
Total Wealth Planning & Management first reported a position in GE Aerospace in Q4 2024 and has held it in 5 quarters since.
3,208 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.