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SHP Wealth Management’s GE Aerospace GE Stock Holding History

SHP 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 		$491K Buy
1,730
+75
+5% +$23.6K 0.04% 154
2025
Q4 		$510K Buy
+1,655
New +$498K 0.04% 151

Other funds holding GE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 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 $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

SHP Wealth Management increased its GE Aerospace (GE) stake by 4.5% in Q1 2026, buying an estimated $23.6K and bringing the position to 1,730 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #154.

SHP Wealth Management first reported a position in GE in Q4 2025 and has held it in 2 quarters since. The position peaked at $510K in Q4 2025. 3,218 funds tracked by Wall St. Rank hold GE as of Q1 2026.

  • SHP Wealth Management held 1,730 shares of GE Aerospace worth $491K as of Q1 2026.
  • SHP Wealth Management bought 75 GE Aerospace shares in Q1 2026, an estimated $23.6K.
  • GE Aerospace made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #154 holding.
  • SHP Wealth Management first reported a position in GE Aerospace in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's GE Aerospace position peaked at $510K in Q4 2025.
  • 3,218 funds tracked by Wall St. Rank held GE Aerospace as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.