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General Electric shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of General Electric (GE) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in General Electric

Tip: Access up to 7 years of quarterly data

All positions including General Electric held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in General Electric by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 1.2k 175.58
2021-09-30 $125k 1.2k 103.39
2021-06-30 $125k 9.3k 13.47

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iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
iShares MSCI USA Equal Weight Msci Equal Weite (EUSA)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
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iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF)
Merck & Co (MRK)
Huntington Ingalls Inds (HII)
Ross Stores (ROST)
Lockheed Martin Corporation (LMT)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Vanguard High Dividend ETF High Div Yld (VYM)
Juniper Networks (JNPR)
Gilead Sciences (GILD)

View all positions for Walled Lake Planning & Wealth Management

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