WealthPLAN Partners’s GE Aerospace GE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$818K Buy
2,188
+169
+8% +$52.9K 0.16% 119
2026
Q1
$573K Sell
2,019
-134
-6% -$42.1K 0.11% 150
2025
Q4
$663K Buy
2,153
+235
+12% +$70.8K 0.1% 158
2025
Q3
$577K Buy
1,918
+22
+1% +$6.01K 0.09% 164
2025
Q2
$488K Sell
1,896
-302
-14% -$66.3K 0.08% 169
2025
Q1
$440K Sell
2,198
-121
-5% -$23.8K 0.06% 176
2024
Q4
$387K Sell
2,319
-186
-7% -$33.2K 0.05% 190
2024
Q3
$472K Buy
2,505
+3
+0.1% +$508 0.06% 183
2024
Q2
$398K Sell
2,502
-766
-23% -$122K 0.04% 226
2024
Q1
$458K Buy
3,268
+130
+4% +$15.3K 0.05% 213
2023
Q4
$320K Sell
3,138
-15
-0.5% -$1.39K 0.03% 261
2023
Q3
$278K Buy
3,153
+67
+2% +$6.02K 0.03% 270
2023
Q2
$271K Sell
3,086
-113
-4% -$9.15K 0.04% 253
2023
Q1
$244K Sell
3,199
-1,570
-33% -$105K 0.03% 276
2022
Q4
$248K Buy
+4,769
New +$234K 0.02% 340
2022
Q1
$359K Sell
7,727
-767
-9% -$45.8K 0.02% 293
2021
Q4
$500K Sell
8,494
-72
-0.8% -$4.52K 0.03% 253
2021
Q3
$520K Buy
8,566
+7,461
+675% +$480K 0.03% 251
2021
Q2
$584K Sell
1,105
-7,895
-88% -$527K 0.04% 212
2021
Q1
$588K Buy
9,000
+532
+6% +$32.2K 0.05% 205
2020
Q4
$483K Buy
8,468
+132
+2% +$5.91K 0.04% 221
2020
Q3
$364K Sell
8,336
-952
-10% -$30.9K 0.04% 229
2020
Q2
$306K Buy
9,288
+1,233
+15% +$41.6K 0.03% 234
2020
Q1
$229K Buy
8,055
+91
+1% +$4.85K 0.03% 221
2019
Q4
$523K Buy
7,964
+1,229
+18% +$63.5K 0.06% 160
2019
Q3
$379K Buy
6,735
+131
+2% +$6.16K 0.05% 165
2019
Q2
$308K Sell
6,604
-16
-0.2% -$788 0.05% 181
2019
Q1
$339K Buy
6,620
+1,005
+18% +$47.3K 0.05% 189
2018
Q4
$272K Sell
5,615
-998
-15% -$45.1K 0.04% 201
2018
Q3
$242K Sell
6,613
-1,500
-18% -$92.5K 0.04% 211
2018
Q2
$529K Buy
8,113
+914
+13% +$61K 0.11% 135
2018
Q1
$465K Buy
7,199
+4,826
+203% +$358K 0.1% 144
2017
Q4
$198K Sell
2,373
-185
-7% -$17.7K 0.05% 212
2017
Q3
$296K Buy
2,558
+71
+3% +$8.58K 0.08% 147
2017
Q2
$322K Buy
2,487
+1,694
+214% +$232K 0.09% 134
2017
Q1
$114K Buy
+793
New +$115K 0.4% 46
2016
Q3
$526K Sell
3,718
-2,959
-44% -$441K 0.17% 82
2016
Q2
$573K Buy
+6,677
New +$974K 0.07% 180
2015
Q4
$298K Buy
+4,201
New +$597K 0.05% 208
2015
Q2
$100K Sell
783
-668
-46% -$86.6K 0.04% 123
2015
Q1
$173K Buy
+1,451
New +$173K 0.08% 124

Other funds holding GE

WealthPLAN Partners's GE Position: Q2 2026 in Review

WealthPLAN Partners increased its GE Aerospace (GE) stake by 8.4% in Q2 2026, buying an estimated $52.9K and bringing the position to 2,188 shares worth $818K. The position accounts for 0.16% of the portfolio, ranked #119.

WealthPLAN Partners first reported a position in GE in Q1 2015 and has held it in 41 quarters since. 3,428 funds tracked by Wall St. Rank hold GE as of Q2 2026.

  • WealthPLAN Partners held 2,188 shares of GE Aerospace worth $818K as of Q2 2026.
  • WealthPLAN Partners bought 169 GE Aerospace shares in Q2 2026, an estimated $52.9K.
  • GE Aerospace made up 0.16% of WealthPLAN Partners's portfolio in Q2 2026, its #119 holding.
  • WealthPLAN Partners first reported a position in GE Aerospace in Q1 2015 and has held it in 41 quarters since.
  • 3,428 funds tracked by Wall St. Rank held GE Aerospace as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.