Xcel Wealth Management, LLC General Electric CO Transaction History

Xcel Wealth Management, LLC

$334 Million
Q2 2025

A detailed history of Xcel Wealth Management, LLC transactions in General Electric CO stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 18,133 shares of GE stock, worth $5.07 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

18,133

Previous 18,164 0.17%

Holding current value

$5.07 Million

Previous $3.64 Million 28.39%

% of portfolio

1.4%

Previous 1.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$166.81 - $257.39 $5,171 - $7,979	-31 Reduced 0.17%	18,133 $4.67 Million
Q1 2025 Apr 28, 2025	SELL	$168.59 - $212.13 $158,474 - $199,402	-940 Reduced 4.92%	18,164 $3.64 Million
Q3 2024 Oct 21, 2024	SELL	$156.66 - $189.66 $11,749 - $14,224	-75 Reduced 0.39%	19,104 $3.6 Million
Q2 2024 Jul 23, 2024	BUY	$136.47 - $175.36 $2.62 Million - $3.36 Million	19,179 New	19,179 $3.05 Million
Q4 2023 Jan 29, 2024	SELL	$106.08 - $128.32 $10,714 - $12,960	-101 Reduced 0.52%	19,141 $2.44 Million
Q3 2023 Oct 17, 2023	SELL	$107.37 - $117.16 $273,149 - $298,055	-2,544 Reduced 11.68%	19,242 $2.13 Million
Q2 2023 Jul 26, 2023	SELL	$93.6 - $109.85 $410,529 - $481,802	-4,386 Reduced 16.76%	21,786 $2.39 Million
Q1 2023 Apr 25, 2023	SELL	$70.16 - $95.6 $18,381 - $25,047	-262 Reduced 0.99%	26,172 $2.5 Million
Q4 2022 Jan 19, 2023	SELL	$63.6 - $88.14 $720,842 - $998,978	-11,334 Reduced 30.01%	26,434 $2.22 Million
Q3 2022 Oct 20, 2022	SELL	$61.09 - $81.07 $1.14 Million - $1.51 Million	-18,666 Reduced 33.08%	37,768 $2.34 Million
Q2 2022 Jul 26, 2022	SELL	$63.67 - $92.49 $498,790 - $724,566	-7,834 Reduced 12.19%	56,434 $3.59 Million
Q1 2022 Apr 29, 2022	SELL	$85.38 - $103.16 $987,248 - $1.19 Million	-11,563 Reduced 15.25%	64,268 $5.88 Million
Q4 2021 Feb 03, 2022	BUY	$89.98 - $111.29 $124,172 - $153,580	1,380 Added 1.85%	75,831 $7.16 Million
Q3 2021 Oct 21, 2021	BUY	$96.0 - $107.84 $7.15 Million - $8.03 Million	74,451 New	74,451 $7.67 Million

Others Institutions Holding GE

# of Institutions

3,104

Shares Held

778M

Call Options Held

18.6M

Put Options Held

10.4M

View Full List

About GENERAL ELECTRIC CO

Ticker GE
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 1,092,669,952
Market Cap $306B
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...

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Xcel Wealth Management, LLC General Electric CO Transaction History