General Electric shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of General Electric (GE) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in General Electric
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All positions including General Electric held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in General Electric by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $266k | 939 | 283.64 |
| 2024-03-31 | $34k | 195 | 175.53 |
| 2023-12-31 | $16k | 195 | 83.79 |
| 2023-09-30 | $22k | 195 | 110.55 |
| 2023-06-30 | $21k | 195 | 109.85 |
| 2023-03-31 | $19k | 195 | 95.60 |
| 2022-12-31 | $16k | 195 | 83.79 |
| 2022-09-30 | $12k | 195 | 61.91 |
| 2022-06-30 | $12k | 195 | 63.67 |
| 2021-12-31 | $290k | 3.1k | 94.47 |
| 2021-09-30 | $317k | 3.1k | 103.03 |
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