Financial Synergies Wealth Advisors, Inc.
Position in GE — General Electric Co
CIK 2017868
HOUSTON, TX
Position in GE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$367,002
+$100,542 QoQ
Shares Held
982
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,599
of 3,418 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Financial Synergies Wealth Advisors, Inc. holds $1,144,743 across 3 Aerospace & Defense names. GE ranks #2 (32.1% of the industry book) .
All Filings in GE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,002 | 982 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $266,460 | 939 | Shares | Sole | 2026-05-14 | |
| 2024-03-31 | $34,228 | 195 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $24,887 | 195 | Shares | Sole | 2024-04-04 | |
| 2023-09-30 | $21,557 | 195 | Shares | Sole | 2024-04-04 | |
| 2023-06-30 | $21,420 | 195 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $18,642 | 195 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $16,339 | 195 | Shares | Sole | 2024-04-04 | |
| 2022-09-30 | $12,072 | 195 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $12,415 | 195 | Shares | Sole | 2024-04-04 | |
| 2021-12-31 | $290,306 | 3,073 | Shares | Sole | 2024-04-05 | |
| 2021-09-30 | $316,611 | 3,073 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||