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General Electric shares owned by One Wealth Advisors

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

Historical chart of One Wealth Advisors investment in General Electric

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in General Electric by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $269k 1.5k 175.53
2022-12-31 $70k 831 83.79

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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
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Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Carbon Trans (LCTU)

View all positions for One 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