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General Electric shares owned by Elwood & Goetz Wealth Advisory Group

Quarter-by-quarter ownership of General Electric (GE) shares owned by Elwood & Goetz Wealth Advisory Group from 13F filings

Historical chart of Elwood & Goetz Wealth Advisory Group investment in General Electric

Tip: Access up to 7 years of quarterly data

All positions including General Electric held by Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Elwood & Goetz Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $239k 1.5k 158.97
2024-03-31 $243k 1.4k 175.53

More positions owned by Elwood & Goetz Wealth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Avantis Us Small (AVSC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Wisdomtree Tr Intl Smcap Div (DLS)

View all positions for Elwood & Goetz Wealth Advisory Group

Top funds holding General Electric

Vanguard Group
BlackRock
BlackRock
Capital Research Global Investors
Capital Research and Management Company - Division 3
State Street Corporation
T. Rowe Price Associates
Geode Capital Management
Capital World Investors
Dodge & Cox
Morgan Stanley
Northern Trust
Invesco
Jennison Associates
Canada Pension Plan Investment Board

View all funds holding General Electric