Mark Sheptoff Financial Planning’s GE Aerospace GE Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$28.4K	Sell	99 -500	-83%	-$157K	0.02%	232
2025 Q4	$185K	Hold	599	–	–	0.09%	106
2025 Q3	$180K	Sell	599 -168	-22%	-$45.9K	0.09%	108
2025 Q2	$197K	Buy	767 +218	+40%	+$47.8K	0.11%	91
2025 Q1	$110K	Hold	549	–	–	0.06%	113
2024 Q4	$91.6K	Hold	549	–	–	0.05%	128
2024 Q3	$104K	Hold	549	–	–	0.06%	122
2024 Q2	$87.3K	Sell	549 -515	-48%	-$82.2K	0.05%	146
2024 Q1	$149K	Buy	1,064 +376	+55%	+$44.3K	0.08%	115
2023 Q4	$70.1K	Hold	688	–	–	0.04%	138
2023 Q3	$60.7K	Hold	688	–	–	0.04%	133
2023 Q2	$60.3K	Buy	688 +663	+2,652%	+$53.7K	0.03%	148
2023 Q1	$1.91K	Sell	25 -7	-22%	-$468	﹤0.01%	344
2022 Q4	$1.68K	Hold	32	–	–	﹤0.01%	354
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	345
2022 Q2	$1K	Sell	32 -138	-81%	-$6.69K	﹤0.01%	361
2022 Q1	$10K	Hold	170	–	–	0.01%	296
2021 Q4	$10K	Buy	170 +138	+431%	+$8.67K	﹤0.01%	320
2021 Q3	$2K	Buy	+32	New	+$2.06K	﹤0.01%	364
2020 Q4	–	Sell	-201	Closed	-$6K	–	361
2020 Q3	$6K	Sell	201 -100	-33%	-$3.25K	﹤0.01%	258
2020 Q2	$10K	Hold	301	–	–	0.01%	260
2020 Q1	$12K	Sell	301 -22,491	-99%	-$1.2M	0.01%	216
2019 Q4	$1.27M	Buy	22,792 +22,290	+4,440%	+$1.15M	0.8%	33
2019 Q3	$22K	Sell	502 -1,645	-77%	-$77.3K	0.01%	202
2019 Q2	$112K	Sell	2,147 -2,006	-48%	-$98.7K	0.08%	115
2019 Q1	$207K	Buy	4,153 +4,049	+3,893%	+$191K	0.15%	94
2018 Q4	$4K	Sell	104 -272	-72%	-$12.3K	﹤0.01%	286
2018 Q3	$20K	Sell	376 -1,764	-82%	-$109K	0.01%	238
2018 Q2	$140K	Sell	2,140 -760	-26%	-$50.7K	0.1%	112
2018 Q1	$187K	Buy	2,900 +711	+32%	+$52.7K	0.13%	105
2017 Q4	$183K	Sell	2,189 -2,233	-50%	-$213K	0.12%	108
2017 Q3	$512K	Sell	4,422 -2,344	-35%	-$283K	0.34%	63
2017 Q2	$876K	Sell	6,766 -40	-0.6%	-$5.48K	0.6%	49
2017 Q1	$972K	Sell	6,806 -19	-0.3%	-$2.75K	0.69%	41
2016 Q4	$1.03M	Sell	6,825 -61	-0.9%	-$8.86K	0.77%	38
2016 Q3	$977K	Buy	6,886 +720	+12%	+$107K	0.73%	38
2016 Q2	$930K	Sell	6,166 -367	-6%	-$53.5K	0.7%	38
2016 Q1	$995K	Sell	6,533 -811	-11%	-$115K	0.81%	33
2015 Q4	$1.1M	Buy	7,344 +65	+0.9%	+$9.23K	0.89%	30
2015 Q3	$880K	Sell	7,279 -484	-6%	-$59.3K	0.77%	33
2015 Q2	$989K	Sell	7,763 -1,010	-12%	-$131K	0.8%	36
2015 Q1	$1.04M	Sell	8,773 -3,336	-28%	-$397K	0.87%	34
2014 Q4	$1.47M	Sell	12,109 -2,038	-14%	-$251K	1.3%	22
2014 Q3	$1.74M	Sell	14,147 -164	-1%	-$20.4K	1.54%	17
2014 Q2	$1.8M	Buy	14,311 +461	+3%	+$58.6K	1.54%	17
2014 Q1	$1.72M	Buy	+13,850	New	+$1.71M	1.52%	17

Other funds holding GE

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mark Sheptoff Financial Planning's GE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its GE Aerospace (GE) stake by 83% in Q1 2026, selling an estimated $157K and leaving 99 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #232.

Mark Sheptoff Financial Planning first reported a position in GE in Q1 2014 and has held it in 46 quarters since. The position peaked at $1.8M in Q2 2014. 3,209 funds tracked by Wall St. Rank hold GE as of Q1 2026.

Mark Sheptoff Financial Planning held 99 shares of GE Aerospace worth $28.4K as of Q1 2026.
Mark Sheptoff Financial Planning sold 500 GE Aerospace shares in Q1 2026, an estimated $157K.
GE Aerospace made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #232 holding.
Mark Sheptoff Financial Planning first reported a position in GE Aerospace in Q1 2014 and has held it in 46 quarters since.
Mark Sheptoff Financial Planning's GE Aerospace position peaked at $1.8M in Q2 2014.
3,209 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.