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General Electric shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of General Electric (GE) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in General Electric

Tip: Access up to 7 years of quarterly data

All positions including General Electric held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $45k 158 284.09

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding General Electric

Vanguard Group
BlackRock
Vanguard Capital Management
FMR
TCI Fund Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Capital World Investors
Morgan Stanley
Goldman Sachs Group
Jennison Associates
Northern Trust

View all funds holding General Electric