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General Electric shares owned by Strategies Wealth Advisors

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

Historical chart of Strategies Wealth Advisors investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $356k 1.2k 300.92
2025-06-30 $323k 1.3k 257.39
2025-03-31 $253k 1.3k 200.14

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)

View all positions for Strategies Wealth Advisors

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
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Newport Trust
Invesco
Goldman Sachs Group

View all funds holding General Electric