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General Electric shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management investment in General Electric

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

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Quarterly reported holdings in General Electric by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 1.8k 188.54
2024-06-30 $281k 1.8k 159.00
2024-03-31 $310k 1.8k 175.54

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

Top funds holding General Electric

Vanguard Group
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BlackRock
Capital Research Global Investors
Capital Research and Management Company - Division 3
State Street Corporation
T. Rowe Price Associates
Geode Capital Management
Capital World Investors
Dodge & Cox
Morgan Stanley
Northern Trust
Invesco
Jennison Associates
Canada Pension Plan Investment Board

View all funds holding General Electric