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General Electric shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of General Electric (GE) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $581k 4.6k 127.63
2023-09-30 $508k 4.6k 110.55
2023-06-30 $431k 3.9k 109.85
2023-03-31 $378k 4.0k 95.60
2022-12-31 $338k 4.0k 83.79

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ishares Tr Rus 2000 Val Etf (IWN)
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Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

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