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General Electric shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in General Electric

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

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Quarterly reported holdings in General Electric by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 35k 175.53
2023-12-31 $4.8M 38k 127.63
2023-09-30 $5.2M 47k 110.55
2023-06-30 $475k 4.3k 109.85

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding General Electric

Vanguard Group
BlackRock
FMR
TCI Fund Management
Bornite Capital Management
Geode Capital Management
T. Rowe Price Associates
Dodge & Cox
Susquehanna International
Northern Trust
Morgan Stanley
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon

View all funds holding General Electric