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General Electric shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of General Electric (GE) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $302k 1.5k 200.14
2024-12-31 $208k 1.2k 166.76
2024-09-30 $232k 1.2k 188.51

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Ccc Intelligent Solutions Holdings (CCCS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Snowflake Cl A (SNOW)

View all positions for Vista Wealth Management Group

Top funds holding General Electric

Vanguard Group
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Capital Research and Management Company - Division 3
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Capital World Investors
Morgan Stanley
Jpmorgan Chase & Co
Northern Trust
Newport Trust
Invesco
Goldman Sachs Group

View all funds holding General Electric