Purchases and Sales Made in Q1 2025 in General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE) during Q1 2025. The information is specifically focused on institutions that hold shares of GENERAL ELECTRIC CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
138+ 9.31% |
$23.3K - $29.3K
|
1.62K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
138+ 2.93% |
$23.3K - $29.3K
|
4.85K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
136+ 2.75% |
$22.9K - $28.8K
|
5.08K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
134+ 5.3% |
$22.6K - $28.4K
|
2.66K
$667K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
134+ 23.02% |
$22.6K - $28.4K
|
716
$179K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
134+ 7.37% |
$22.6K - $28.4K
|
1.95K
$489K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
133+ 1.76% |
$22.4K - $28.2K
|
7.68K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
132+ 5.32% |
$22.3K - $28K
|
2.61K
$654K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
132+ 4.05% |
$22.3K - $28K
|
3.39K
$849K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
132+ 4.27% |
$22.3K - $28K
|
3.23K
$807K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
131+ 10.27% |
$22.1K - $27.8K
|
1.41K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
129+ 23.37% |
$21.7K - $27.4K
|
681
$170K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
129+ 4.11% |
$21.7K - $27.4K
|
3.27K
$817K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
128+ 5.0% |
$21.6K - $27.2K
|
2.69K
$673K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
128+ 1.69% |
$21.6K - $27.2K
|
7.7K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
126+ 9.71% |
$21.2K - $26.7K
|
1.42K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
126+ 9.25% |
$21.2K - $26.7K
|
1.49K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
125+ 5.97% |
$21.1K - $26.5K
|
2.22K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
125+ 91.24% |
$21.1K - $26.5K
|
262
$65.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
124+ 2.71% |
$20.9K - $26.3K
|
4.69K
$1.18M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
124+ 5.51% |
$20.9K - $26.3K
|
2.37K
$594K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
121+ 1.03% |
$20.4K - $25.7K
|
11.9K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
120+ 9.74% |
$20.2K - $25.5K
|
1.35K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
119+ 133.71% |
$20.1K - $25.2K
|
208
$52.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
117+ 5.2% |
$19.7K - $24.8K
|
2.37K
$593K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
117+ 5.94% |
$19.7K - $24.8K
|
2.09K
$522K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
116+ 4.78% |
$19.6K - $24.6K
|
2.54K
$636K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
116+ 1.86% |
$19.6K - $24.6K
|
6.35K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
116+ 5.55% |
$19.6K - $24.6K
|
2.21K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
115+ 40.35% |
$19.4K - $24.4K
|
400
$100K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
114+ 2.62% |
$19.2K - $24.2K
|
4.47K
$1.12M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
114+ 5.35% |
$19.2K - $24.2K
|
2.24K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
113+ 0.39% |
$19.1K - $24K
|
29.4K
$7.37M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
112+ 7.11% |
$18.9K - $23.8K
|
1.69K
$423K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
111+ 9.21% |
$18.7K - $23.5K
|
1.32K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
110+ 9.41% |
$18.5K - $23.3K
|
1.28K
$320K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
110+ 2.32% |
$18.5K - $23.3K
|
4.86K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
109+ 6.73% |
$18.4K - $23.1K
|
1.73K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
109+ 4.06% |
$18.4K - $23.1K
|
2.8K
$700K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
108+ 0.55% |
$18.2K - $22.9K
|
19.7K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
108+ 0.51% |
$18.2K - $22.9K
|
21.4K
$5.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
107+ 8.42% |
$18K - $22.7K
|
1.38K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
107+ 2.47% |
$18K - $22.7K
|
4.44K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
107+ 2.54% |
$18K - $22.7K
|
4.33K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
106+ 6.16% |
$17.9K - $22.5K
|
1.83K
$457K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
106+ 3.01% |
$17.9K - $22.5K
|
3.63K
$908K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
106New |
$17.9K - $22.5K
|
106
$26.5K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
106+ 5.06% |
$17.9K - $22.5K
|
2.2K
$551K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
104+ 5.77% |
$17.5K - $22.1K
|
1.91K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
104+ 46.85% |
$17.5K - $22.1K
|
326
$81.6K
|