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General Electric shares owned by Lakeridge Wealth Management

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

Historical chart of Lakeridge Wealth Management investment in General Electric

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

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Quarterly reported holdings in General Electric by Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $371k 2.0k 188.59
2024-06-30 $313k 2.0k 158.95
2024-03-31 $345k 2.0k 175.56

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding General Electric

Vanguard Group
BlackRock
BlackRock
Capital Research Global Investors
Capital Research and Management Company - Division 3
State Street Corporation
T. Rowe Price Associates
Geode Capital Management
Capital World Investors
Dodge & Cox
Morgan Stanley
Northern Trust
Invesco
Jennison Associates
Canada Pension Plan Investment Board

View all funds holding General Electric