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General Electric shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in General Electric

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

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Quarterly reported holdings in General Electric by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $70k 399 175.53
2023-12-31 $62k 482 127.63

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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