Willow Creek Wealth Management’s GE Aerospace GE Stock Holding History

Willow Creek 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
2025 Q3	$565K	Hold	1,877	–	–	0.05%	101
2025 Q2	$483K	Hold	1,877	–	–	0.04%	102
2025 Q1	$376K	Sell	1,877 -125	-6%	-$24.6K	0.04%	108
2024 Q4	$334K	Sell	2,002 -35	-2%	-$6.25K	0.03%	118
2024 Q3	$384K	Buy	2,037 +35	+2%	+$5.93K	0.04%	107
2024 Q2	$318K	Sell	2,002 -311	-13%	-$49.7K	0.04%	116
2024 Q1	$324K	Sell	2,313 -9	-0.4%	-$1.06K	0.04%	119
2023 Q4	$236K	Buy	2,322 +9	+0.4%	+$834	0.03%	130
2023 Q3	$204K	Hold	2,313	–	–	0.03%	130
2023 Q2	$203K	Buy	+2,313	New	+$187K	0.03%	139
2021 Q3	–	Sell	-2,224	Closed	-$149K	–	115
2021 Q2	$149K	Buy	2,224 +47	+2%	+$3.14K	0.04%	111
2021 Q1	$142K	Buy	+2,177	New	+$132K	0.05%	93

Other funds holding GE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Willow Creek Wealth Management's GE Position: Q3 2025 in Review

Willow Creek Wealth Management held its GE Aerospace (GE) position steady in Q3 2025 at 1,877 shares worth $565K. The position accounts for 0.05% of the portfolio, ranked #101.

Willow Creek Wealth Management first reported a position in GE in Q1 2021 and has held it in 12 quarters since. 2,949 funds tracked by Wall St. Rank hold GE as of Q3 2025.

Willow Creek Wealth Management held 1,877 shares of GE Aerospace worth $565K as of Q3 2025.
Willow Creek Wealth Management left its GE Aerospace share count unchanged in Q3 2025.
GE Aerospace made up 0.05% of Willow Creek Wealth Management's portfolio in Q3 2025, its #101 holding.
Willow Creek Wealth Management first reported a position in GE Aerospace in Q1 2021 and has held it in 12 quarters since.
2,949 funds tracked by Wall St. Rank held GE Aerospace as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.