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General Electric Company shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of General Electric Company shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in General Electric Company

Tip: Access up to 7 years of quarterly data

All positions including General Electric Company held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric Company by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 658 307.82
2020-06-30 $155k 23k 6.82

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
Dimensional International Small Value Intl Small Cap V (DISV)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Vanguard Total Total Stk Mkt (VTI)
Nasdaq 100 Equal Weight SHS (QQEW)

View all positions for Shakespeare Wealth Management

Top funds holding General Electric Company

Front Street Capital Management
Hoertkorn Richard Charles
Mount Vernon Associates
Cacti Asset Management
Athena Investment Management
Blue Edge Capital
Schulhoff & Company
Byrne Asset Management
Check Capital Management
Staley Capital Advisers
Cascades Capital Asset Management
Pinnacle Holdings
Lawrence Kelly & Associates, Incorporated
Aldebaran Capital
Tandem Investment Advisors

View all funds holding General Electric Company