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General Electric shares owned by Lake Point Wealth Management

Quarter-by-quarter ownership of General Electric (GE) shares owned by Lake Point Wealth Management from 13F filings

Historical chart of Lake Point Wealth Management investment in General Electric

Tip: Access up to 7 years of quarterly data

All positions including General Electric held by Lake Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Lake Point Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $40k 621 64.41
2022-03-31 $55k 605 90.91
2021-12-31 $57k 605 94.21
2021-09-30 $62k 605 102.48

More positions owned by Lake Point Wealth Management

Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Active Bd Etf (BOND)
Procter & Gamble Company (PG)

View all positions for Lake Point Wealth Management

Top funds holding General Electric

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Norges Bank Investment Management
Eagle Capital Management
Legal & General Group
Bank of New York Mellon
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Charles Schwab Investment Management
WCM Investment Management
Citadel Advisors
Viking Global Investors
Brown Advisory Holdings Incorporated
Bank of America Corporation
Ubs Global Asset Management Americas

View all funds holding General Electric