Heritage Oak Wealth Advisors »

General Electric shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in General Electric

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in General Electric by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $485k 1.3k 373.76

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding General Electric

BlackRock
Vanguard Capital Management
FMR
TCI Fund Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Jpmorgan Chase & Co
Capital World Investors
Morgan Stanley
Norges Bank Investment Management
Fisher Investments

View all funds holding General Electric