General Electric shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of General Electric (GE) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in General Electric
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Quarterly reported holdings in General Electric by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $686k | 4.1k | 166.79 |
| 2024-09-30 | $850k | 4.5k | 188.56 |
| 2024-06-30 | $717k | 4.5k | 158.97 |
| 2024-03-31 | $774k | 4.4k | 175.55 |
| 2023-09-30 | $416k | 3.8k | 110.55 |
| 2023-06-30 | $302k | 2.8k | 109.85 |
| 2023-03-31 | $224k | 2.3k | 95.62 |
| 2022-12-31 | $268k | 3.2k | 83.79 |
| 2022-09-30 | $205k | 3.3k | 61.77 |
| 2022-06-30 | $223k | 3.5k | 63.57 |
| 2022-03-31 | $378k | 4.1k | 91.61 |
| 2021-12-31 | $268k | 2.8k | 94.60 |
| 2021-09-30 | $234k | 2.3k | 102.90 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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