Question 1

How many shares of GE does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 45,321 shares of GE (GENERAL ELECTRIC CO COM STOCK).

Question 2

What is EP Wealth Advisors, LLC's GE position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's GE position is worth $16.9M.

Question 3

Is EP Wealth Advisors, LLC buying or selling GE?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their GE position (+30.3% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy GE?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in GE in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	45,321	+30.3%	$16.9M	0.1%	$373.26	36
2026-Q1	Increased	34,773	+3.9%	$9.9M	0.0%	$334.14	29
2025-Q4	Increased	33,458	+29.3%	$10.3M	0.1%	$311.79	35
2025-Q2	Increased	25,879	+8.8%	$6.7M	0.0%	$253.54	30
2025-Q1	Decreased	23,794	-1.9%	$4.8M	0.0%	$199.12	0
2024-Q4	Decreased	24,262	-16.0%	$4M	0.0%	$167.15	0
2024-Q3	Increased	28,891	+49.6%	$5.4M	0.0%	$184.03	37