Unique Wealth Strategies »

General Electric shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in General Electric

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in General Electric by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $530k 3.0k 175.56

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding General Electric

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Susquehanna International
Norges Bank Investment Management
Eagle Capital Management
Legal & General Group
Bank of New York Mellon
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Charles Schwab Investment Management
WCM Investment Management
Citadel Advisors
Viking Global Investors
Brown Advisory Holdings Incorporated
Bank of America Corporation

View all funds holding General Electric