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Shakespeare Wealth Management’s GE Aerospace GE Stock Holding History

Shakespeare 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
Q1 		– Sell
-658
Closed -$203K – 100
2025
Q4 		$203K Buy
+658
New +$198K 0.04% 103
2020
Q3 		– Sell
-4,560
Closed -$155K – 68
2020
Q2 		$155K Buy
+4,560
New +$154K 0.09% 64

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Shakespeare Wealth Management's GE Position: Q1 2026 in Review

Shakespeare Wealth Management sold out of GE Aerospace (GE) in Q1 2026, closing a stake of 658 shares — an estimated $203K sold.

Shakespeare Wealth Management first reported a position in GE in Q2 2020 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 3,230 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • Shakespeare Wealth Management reported no remaining GE Aerospace position as of Q1 2026 after selling out during the quarter.
  • Shakespeare Wealth Management sold 658 GE Aerospace shares in Q1 2026, an estimated $203K.
  • Shakespeare Wealth Management first reported a position in GE Aerospace in Q2 2020 and held it in 2 quarters.
  • Shakespeare Wealth Management's GE Aerospace position peaked at $203K in Q4 2025.
  • 3,230 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on Shakespeare Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.