GE — GE AEROSPACE

Ownership history in Plan A Wealth LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in GE AEROSPACE (GE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.61% (2025 Q3)
Avg. % of fund
0.58%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,609 -415 -10.3% 0.54% $1.1M $307.58
2025 Q3 INITIATED 4,024 — — 0.61% $671K $300.04
% of Fund (quarterly)    GE price (monthly, adj. close)

Other funds also holding GE

As of 2025 Q4 — sorted by position size

GE INVESTMENT MANAGEMENT CORP. 99.68% TRIAN FUND MANAGEMENT, L.P. 3Y 7Y 31.16% TCI Fund Management Ltd 3Y 7Y 27.28% Bluegrass Capital Partners LP 3Y 14.17% Evergreen Quality Fund GP, Ltd. 13.0% Milestones Administradora de Recursos Ltda. 12.17% Noked Israel Ltd 3Y 7Y 9.58% Front Street Capital Management, Inc. 3Y 7Y 9.09% Stonehage Fleming Financial Services Holdings Ltd 3Y 8.25% HOERTKORN RICHARD CHARLES 3Y 7Y 7.74%
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