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General Electric shares owned by Sherman Wealth Management

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

Historical chart of Sherman Wealth Management investment in General Electric

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

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Quarterly reported holdings in General Electric by Sherman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $350k 1.1k 308.09

More positions owned by Sherman Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Series Trust State Street Spd (BIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Proshares Tr Ultrapro Qqq (TQQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Sherman 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