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General Electric shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in General Electric

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

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Quarterly reported holdings in General Electric by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $320k 1.0k 308.11
2025-09-30 $326k 1.1k 300.86

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Phillips Financial Management

Top funds holding General Electric

Vanguard Group
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FMR
TCI Fund Management
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Capital Research Global Investors
Capital World Investors
Norges Bank Investment Management
Jpmorgan Chase & Co
Northern Trust
Newport Trust
Invesco
Goldman Sachs Group

View all funds holding General Electric