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General Electric shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 1.1k 188.63
2024-03-31 $202k 1.2k 175.57

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding General Electric

Vanguard Group
BlackRock
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