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General Electric shares owned by Legacy Financial Group

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

Historical chart of Legacy Financial Group investment in General Electric

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

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Quarterly reported holdings in General Electric by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $238k 924 257.29
2024-03-31 $202k 1.2k 175.55
2023-09-30 $143M 1.3k 110513.56

More positions owned by Legacy Financial Group

J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core S&p Us Gwt (IUSG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Index Fds Small Cp Etf (VB)
Northern Lts Fd Tr Ii Essential 40 Sto (ESN)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)

View all positions for Legacy Financial Group

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