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General Electric shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of General Electric (GE) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $299k 970 308.17
2025-09-30 $233k 773 300.99

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding General Electric

Vanguard Group
BlackRock
FMR
TCI Fund Management
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Capital Research Global Investors
Capital World Investors
Norges Bank Investment Management
Jpmorgan Chase & Co
Northern Trust
Newport Trust
Invesco
Goldman Sachs Group

View all funds holding General Electric