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General Electric shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & Management investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $570k 2.2k 257.36
2025-03-31 $501k 2.5k 200.11
2024-12-31 $489k 2.9k 166.81