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General Electric shares owned by Heritage Financial Services

Quarter-by-quarter ownership of General Electric (GE) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in General Electric

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All positions including General Electric held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 960 300.82
2025-06-30 $253k 984 257.39
2024-03-31 $244k 1.4k 175.53
2022-06-30 $87k 1.4k 63.60

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding General Electric

Vanguard Group
BlackRock
FMR
TCI Fund Management
Capital Research and Management Company - Division 3
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Capital World Investors
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Newport Trust
Invesco
Goldman Sachs Group

View all funds holding General Electric