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General Electric shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of General Electric (GE) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in General Electric

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All positions including General Electric held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 1.7k 175.54
2022-03-31 $823k 9.0k 91.45
2021-12-31 $851k 9.0k 94.50
2021-09-30 $935k 9.1k 103.06

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Charter Oak Capital Management

Top funds holding General Electric

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Susquehanna International
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

View all funds holding General Electric