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General Electric shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 575 373.73

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Corpo Etf (SPBO)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
First Tr Exchange-traded First Tr Enh New (FTSM)
UnitedHealth (UNH)
Valero Energy Corporation (VLO)
Cisco Systems (CSCO)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding General Electric

BlackRock
Vanguard Capital Management
FMR
TCI Fund Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Jpmorgan Chase & Co
Capital World Investors
Morgan Stanley
Norges Bank Investment Management
Fisher Investments

View all funds holding General Electric