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General Electric shares owned by Davis Wealth Advisors

Quarter-by-quarter ownership of General Electric (GE) shares owned by Davis Wealth Advisors from 13F filings

Historical chart of Davis Wealth Advisors investment in General Electric

Tip: Access up to 7 years of quarterly data

All positions including General Electric held by Davis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Davis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $349k 1.2k 283.77

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ishares Us Carbo (LCTU)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard World Esg Us Stk Etf (ESGV)

View all positions for Davis Wealth Advisors

Top funds holding General Electric

Vanguard Group
BlackRock
Vanguard Capital Management
FMR
TCI Fund Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Capital World Investors
Morgan Stanley
Goldman Sachs Group
Jennison Associates
Northern Trust

View all funds holding General Electric