Institutional Ownership General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE). We have compiled data on the 3,112 institutions that hold shares in the stock, with a total of 779 Million shares, which have been reported (via 13F filing form) to have a value of $234 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
835
shares
|
$251,351
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
835
shares
|
$251,351
0.09% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
832
shares
|
$250,448
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
832
shares
|
$250,448
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
831
shares
|
$250,147
0.04% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
827
shares
|
$248,943
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
827
shares
|
$248,943
0.06% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
824
shares
|
$248,040
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
823
shares
|
$247,739
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
821
shares
|
$247,137
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
821
shares
|
$247,137
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
821
shares
|
$247,137
0.04% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
820
shares
|
$246,836
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
820
shares
|
$246,836
0.02% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
819
shares
|
$246,535
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
818
shares
|
$246,234
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
818
shares
|
$246,234
0.15% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
817
shares
|
$245,933
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
816
shares
|
$245,632
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
816
shares
|
$245,632
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
816
shares
|
$245,632
0.04% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
815
shares
|
$245,331
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
814
shares
|
$245,030
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
814
shares
|
$245,030
0.02% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
814
shares
|
$245,030
0.07% of portfolio
|
Q2 2025
New holding
|