A detailed history of Modern Wealth Management, LLC transactions in General Electric CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,348 shares of GE stock, worth $2.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,348
Previous 7,456 25.38%
Holding current value
$2.3 Million
Previous $1.53 Billion 22.28%
% of portfolio
0.06%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$168.59 - $212.13 $318,972 - $401,349
1,892 Added 25.38%
9,348 $1.87 Billion
Q4 2024

May 30, 2025

SELL
$159.95 - $194.23 $319,420 - $387,877
-1,997 Reduced 21.36%
7,351 $1.23 Million
Q4 2024

May 29, 2025

SELL
$159.95 - $194.23 $336,694 - $408,854
-2,105 Reduced 22.52%
7,243 $1.21 Million
Q4 2024

Feb 11, 2025

BUY
$159.95 - $194.23 $243,443 - $295,618
1,522 Added 25.65%
7,456 $1.53 Billion
Q3 2024

May 30, 2025

SELL
$156.66 - $189.66 $534,837 - $647,499
-3,414 Reduced 36.52%
5,934 $1.12 Million
Q3 2024

May 29, 2025

SELL
$156.66 - $189.66 $551,756 - $667,982
-3,522 Reduced 37.68%
5,826 $1.1 Million
Q3 2024

Nov 05, 2024

BUY
$156.66 - $189.66 $8,616 - $10,431
55 Added 0.94%
5,934 $1.12 Billion
Q2 2024

May 29, 2025

SELL
$136.47 - $175.36 $473,414 - $608,323
-3,469 Reduced 37.11%
5,879 $934,000
Q2 2024

Aug 07, 2024

BUY
$136.47 - $175.36 $254,243 - $326,695
1,863 Added 46.39%
5,879 $935 Million
Q1 2024

May 28, 2025

SELL
$124.06 - $180.12 $722,773 - $1.05 Million
-5,826 Reduced 62.32%
3,522 $618 Million
Q1 2024

May 13, 2024

BUY
$124.06 - $180.12 $141,056 - $204,796
1,137 Added 39.49%
4,016 $656 Million
Q4 2023

May 28, 2025

SELL
$106.08 - $128.32 $614,627 - $743,486
-5,794 Reduced 61.98%
3,554 $454 Million
Q4 2023

Feb 14, 2024

BUY
$106.08 - $128.32 $305,404 - $369,433
2,879 New
2,879 $367 Million

Others Institutions Holding GE

About GENERAL ELECTRIC CO


  • Ticker GE
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 1,092,669,952
  • Market Cap $269B
  • Description
  • General Electric Company operates as a high-tech industrial company in Europe, China, Asia, the Americas, the Middle East, and Africa. It operates through four segments: Power, Renewable Energy, Aviation, and Healthcare segments. The Power segment offers gas and steam turbines, full balance of plant, upgrade, and service solutions, as well as da...
More about GE
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