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General Electric shares owned by Level Wealth Management

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

Historical chart of Level Wealth Management investment in General Electric

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

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Quarterly reported holdings in General Electric by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 1.2k 300.82
2025-06-30 $309k 1.2k 257.39
2025-03-31 $260k 1.3k 200.15
2024-12-31 $217k 1.3k 166.79

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Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
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Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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View all positions for Level Wealth Management

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
Jpmorgan Chase & Co
Northern Trust
Newport Trust
Invesco
Goldman Sachs Group
Jennison Associates

View all funds holding General Electric