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

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

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

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

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

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in GE in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in GENERAL ELECTRIC CO COM STOCK

Current Value

$16.9M

Current Shares

45,321

Total Value Change

+$16.8M

Total Shares Change

+28,040

Quarter-by-Quarter History

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
2024-Q2	Increased	19,317	+1.0%	$3.1M	0.0%	$157.31	27
2024-Q1	Increased	19,130	+11.9%	$3.4M	0.0%	$138.38	30
2023-Q4	Decreased	17,094	-5.6%	$2.2M	0.0%	$100.62	0
2023-Q3	Decreased	18,105	-99.3%	$2M	0.0%	$87.10	0
2023-Q2	Increased	2.6M	+127x	$2M	0.0%	$84.76	42
2023-Q1	Increased	20,281	+102.8%	$4.6M	0.1%	$73.99	43
2022-Q4	Decreased	10,002	-5.9%	$838,059	0.0%	$51.41	0
2022-Q3	Decreased	10,631	-49.8%	$658,000	0.0%	$38.45	0
2022-Q2	Increased	21,182	+31.6%	$1.3M	0.0%	$38.99	32
2022-Q1	Decreased	16,097	-17.0%	$1.5M	0.0%	$57.83	0
2021-Q4	Decreased	19,385	-5.0%	$1.8M	0.0%	$57.86	0
2021-Q3	New	20,403	-	$2.1M	0.1%	$64.87	36
2021-Q2	Exited	0	-100.0%	$0	0.0%	$63.87	0
2021-Q1	Increased	127,141	+352.5%	$1.7M	0.1%	$64.85	41
2020-Q4	Decreased	28,095	-17.3%	$303,000	0.0%	$52.18	0
2020-Q3	Decreased	33,989	-20.0%	$212,000	0.0%	$29.79	0
2020-Q2	Decreased	42,500	-13.3%	$290,000	0.0%	$33.05	0
2020-Q1	Decreased	48,989	-8.8%	$389,000	0.0%	$38.29	0
2019-Q4	Decreased	53,710	-18.4%	$599,000	0.0%	$53.71	0
2019-Q3	Decreased	65,791	-4.0%	$588,000	0.0%	$43.78	0
2019-Q2	Increased	68,551	+278.2%	$720,000	0.0%	$50.80	40
2019-Q1	Increased	18,125	+4.9%	$181,000	0.0%	$48.28	24
2018-Q4	New	17,281	-	$131,000	0.0%	$34.87	31