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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
2024-12-31 $235k 1.4k 166.78
2024-09-30 $265k 1.4k 188.54
2024-06-30 $212k 1.3k 158.97
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 Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Esg Slc (SUSA)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Charter Oak Capital Management

Top funds holding General Electric

Vanguard Group
BlackRock
FMR
Capital Research Global Investors
Capital Research and Management Company - Division 3
TCI Fund Management
State Street Corporation
T. Rowe Price Associates
Geode Capital Management
Capital World Investors
Newport Trust
Dodge & Cox
Northern Trust
Invesco
Legal & General Group

View all funds holding General Electric