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General Electric shares owned by Hillcrest Wealth Advisors - NY

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

Historical chart of Hillcrest Wealth Advisors - NY investment in General Electric

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

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Quarterly reported holdings in General Electric by Hillcrest Wealth Advisors - NY

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 5.6k 300.82
2025-06-30 $1.8M 7.1k 257.39
2025-03-31 $2.0M 10k 200.15
2024-12-31 $2.1M 12k 166.79

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Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Hillcrest Wealth Advisors - NY

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