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AE Wealth Management LLC: GE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on GE, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 108,708 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,708 shares
    Change vs previous 13F +5,168 shares

    0.19% of the 13F portfolio, value $40,627,780.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 103,540 shares
    Change vs previous 13F -88,031 shares

    0.16% of the 13F portfolio, value $29,381,133.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 191,571 shares
    Change vs previous 13F +68,202 shares

    0.34% of the 13F portfolio, value $59,009,586.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 123,369 shares
    Change vs previous 13F +11,872 shares

    0.24% of the 13F portfolio, value $37,111,868.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 111,497 shares
    Change vs previous 13F +8,071 shares

    0.21% of the 13F portfolio, value $28,698,128.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 103,426 shares
    Change vs previous 13F +13,757 shares

    0.17% of the 13F portfolio, value $20,700,720.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 89,669 shares
    Change vs previous 13F +16,379 shares

    0.13% of the 13F portfolio, value $14,955,716.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 73,290 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $13,820,862.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).