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General Electric shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of General Electric (GE) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in General Electric

Tip: Access up to 7 years of quarterly data

All positions including General Electric held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 4.0k 300.85
2025-06-30 $998k 3.9k 257.40
2025-03-31 $777k 3.9k 200.15
2024-12-31 $674k 4.0k 166.79
2024-09-30 $742k 3.9k 188.58
2024-06-30 $622k 3.9k 158.97

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Wescott Financial Advisory Group

Top funds holding General Electric

Vanguard Group
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FMR
TCI Fund Management
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