General Electric shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of General Electric (GE) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in General Electric
Tip: Access up to 7 years of quarterly data
All positions including General Electric held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in General Electric by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 1.0k | 300.86 |
| 2025-06-30 | $296k | 1.1k | 257.38 |
| 2024-06-30 | $200k | 1.3k | 158.93 |
| 2023-09-30 | $278k | 2.5k | 110.55 |
| 2023-06-30 | $1.5k | 14 | 110.57 |
| 2023-03-31 | $13k | 138 | 95.71 |
| 2022-12-31 | $246k | 3.0k | 82.70 |
| 2022-09-30 | $345k | 3.8k | 90.91 |
| 2022-03-31 | $438k | 4.8k | 90.91 |
More positions owned by WealthPlan Investment Management
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