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General Electric shares owned by Modera Wealth Management

Quarter-by-quarter ownership of General Electric (GE) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in General Electric

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

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Quarterly reported holdings in General Electric by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 11k 175.52
2023-12-31 $1.4M 11k 127.63
2023-09-30 $1.3M 11k 110.55
2023-06-30 $1.3M 12k 109.85
2023-03-31 $703k 7.4k 95.60
2022-12-31 $601k 7.2k 83.79
2022-09-30 $408k 6.6k 61.95
2022-06-30 $440k 6.9k 63.60
2022-03-31 $605k 6.6k 91.54
2021-12-31 $626k 6.6k 94.39
2021-09-30 $603k 5.9k 103.01