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General Electric shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $79k 210 373.93

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding General Electric

BlackRock
Vanguard Capital Management
FMR
TCI Fund Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Capital World Investors
Morgan Stanley
Goldman Sachs Group
Fisher Investments
Jennison Associates

View all funds holding General Electric