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Walled Lake Planning & Wealth Management’s GE Aerospace GE Stock Holding History

Walled Lake Planning & Wealth 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 		$486K Buy
1,301
+269
+26% +$84.2K 0.12% 80
2026
Q1 		$293K Buy
1,032
+47
+5% +$14.8K 0.09% 108
2025
Q4 		$303K Sell
985
-163
-14% -$49.1K 0.1% 104
2025
Q3 		$345K Buy
1,148
+1
+0.1% +$273 0.11% 98
2025
Q2 		$295K Buy
1,147
+3
+0.3% +$658 0.1% 107
2025
Q1 		$229K Buy
+1,144
New +$225K 0.08% 119
2024
Q4 		– Sell
-1,141
Closed -$215K – 133
2024
Q3 		$215K Buy
+1,141
New +$193K 0.08% 123
2024
Q2 		– Sell
-1,461
Closed -$205K – 128
2024
Q1 		$205K Buy
+1,461
New +$172K 0.08% 109
2021
Q4 		– Sell
-1,941
Closed -$125K – 184
2021
Q3 		$125K Buy
1,941
+78
+4% +$5.01K 0.08% 104
2021
Q2 		$125K Hold
1,863
– – 0.08% 98
2021
Q1 		$122K Sell
1,863
-25
-1% -$1.51K 0.08% 98
2020
Q4 		$102K Hold
1,888
– – 0.08% 99
2020
Q3 		$59K Hold
1,888
– – 0.05% 115
2020
Q2 		$64K Hold
1,888
– – 0.05% 99
2020
Q1 		$75K Sell
1,888
-7
-0.4% -$373 0.07% 90
2019
Q4 		$105K Buy
+1,895
New +$97.9K 0.08% 91

Other funds holding GE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management increased its GE Aerospace (GE) stake by 26% in Q2 2026, buying an estimated $84.2K and bringing the position to 1,301 shares worth $486K. The position accounts for 0.12% of the portfolio, ranked #80.

Walled Lake Planning & Wealth Management first reported a position in GE in Q4 2019 and has held it in 16 quarters since. 658 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 1,301 shares of GE Aerospace worth $486K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 269 GE Aerospace shares in Q2 2026, an estimated $84.2K.
  • GE Aerospace made up 0.12% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Walled Lake Planning & Wealth Management first reported a position in GE Aerospace in Q4 2019 and has held it in 16 quarters since.
  • 658 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.