General Electric shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of General Electric (GE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in General Electric
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Quarterly reported holdings in General Electric by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.7M | 26k | 257.39 |
| 2025-03-31 | $4.8M | 24k | 200.15 |
| 2024-12-31 | $4.0M | 24k | 166.79 |
| 2024-09-30 | $5.4M | 29k | 188.58 |
| 2024-06-30 | $3.1M | 19k | 158.97 |
| 2024-03-31 | $3.4M | 19k | 175.53 |
| 2023-12-31 | $2.2M | 17k | 127.63 |
| 2023-09-30 | $2.0M | 18k | 110.55 |
| 2023-06-30 | $2.0M | 2.6M | 0.75 |
| 2023-03-31 | $4.6M | 20k | 228.21 |
| 2022-12-31 | $838k | 10k | 83.79 |
| 2022-09-30 | $658k | 11k | 61.89 |
| 2022-06-30 | $1.3M | 21k | 63.69 |
| 2022-03-31 | $1.5M | 16k | 91.51 |
| 2021-12-31 | $1.8M | 19k | 94.45 |
| 2021-09-30 | $2.1M | 20k | 103.02 |