General Electric shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of General Electric (GE) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in General Electric
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Quarterly reported holdings in General Electric by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $585k | 4.6k | 127.63 |
| 2023-09-30 | $725k | 6.6k | 110.55 |
| 2023-06-30 | $742k | 6.8k | 109.85 |
| 2023-03-31 | $646k | 6.8k | 95.60 |
| 2022-12-31 | $599k | 7.1k | 83.79 |
| 2022-09-30 | $484k | 7.8k | 61.95 |
| 2022-06-30 | $490k | 7.7k | 63.65 |
| 2022-03-31 | $293k | 3.2k | 91.59 |
| 2021-12-31 | $318k | 3.4k | 94.53 |
| 2021-09-30 | $350k | 3.4k | 103.03 |