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 3,301 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $228 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
2,214
shares
|
$664,487
0.46% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
2,213
shares
|
$664,187
0.51% of portfolio
|
Q4 2025
Added 10.21%
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
2,212
shares
|
$663,887
0.25% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
2,207
shares
|
$662,386
0.17% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,205
shares
|
$661,786
0.01% of portfolio
|
Q4 2024
Reduced 44.61%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
2,203
shares
|
$661,186
0.01% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,203
shares
|
$661,186
0.04% of portfolio
|
Q3 2025
Added 18.38%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,202
shares
|
$660,886
0.32% of portfolio
|
Q4 2025
Added 6.38%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
2,201
shares
|
$660,586
0.04% of portfolio
|
Q3 2025
Reduced 18.6%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
2,200
shares
|
$660,286
0.12% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,198
shares
|
$659,685
0.04% of portfolio
|
Q2 2024
Added 23.9%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,198
shares
|
$659,685
0.09% of portfolio
|
Q3 2025
Added 92.98%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
2,197
shares
|
$659,385
0.14% of portfolio
|
Q4 2025
Added 2.95%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,195
shares
|
$658,785
0.13% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,195
shares
|
$658,785
0.08% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
2,191
shares
|
$657,584
0.05% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,189
shares
|
$656,984
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
2,185
shares
|
$655,784
0.18% of portfolio
|
Q3 2025
Added 55.52%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,183
shares
|
$655,183
0.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,175
shares
|
$652,782
0.15% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,174
shares
|
$652,482
0.15% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,170
shares
|
$651,282
0.05% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
2,168
shares
|
$650,681
0.48% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,167
shares
|
$650,381
0.07% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
2,163
shares
|
$649,181
0.05% of portfolio
|
Q3 2025
Reduced 86.46%
|
|