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General Electric shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of General Electric (GE) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in General Electric

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All positions including General Electric held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $206k 1.9k 110.52
2023-06-30 $202k 1.8k 109.88
2021-12-31 $267k 2.8k 94.35
2021-09-30 $286k 2.8k 102.88

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
McDonald's Corporation (MCD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding General Electric

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Norges Bank Investment Management
Eagle Capital Management
Legal & General Group
Bank of New York Mellon
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Charles Schwab Investment Management
WCM Investment Management
Citadel Advisors
Viking Global Investors
Brown Advisory Holdings Incorporated
Bank of America Corporation
Ubs Global Asset Management Americas

View all funds holding General Electric