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United Financial Planning Group’s GE Aerospace GE Stock Holding History

United Financial Planning Group’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 		$27.3K Sell
73
-10
-12% -$3.13K 0.01% 140
2026
Q1 		$23.6K Sell
83
-3
-3% -$943 0.01% 121
2025
Q4 		$26.5K Buy
86
+25
+41% +$7.53K 0.02% 119
2025
Q3 		$18.4K Buy
+61
New +$16.7K 0.01% 124

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

United Financial Planning Group's GE Position: Q2 2026 in Review

United Financial Planning Group reduced its GE Aerospace (GE) stake by 12% in Q2 2026, selling an estimated $3.13K and leaving 73 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #140.

United Financial Planning Group first reported a position in GE in Q3 2025 and has held it in 4 quarters since. 3,439 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • United Financial Planning Group held 73 shares of GE Aerospace worth $27.3K as of Q2 2026.
  • United Financial Planning Group sold 10 GE Aerospace shares in Q2 2026, an estimated $3.13K.
  • GE Aerospace made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #140 holding.
  • United Financial Planning Group first reported a position in GE Aerospace in Q3 2025 and has held it in 4 quarters since.
  • 3,439 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.