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Disclosery

AE Wealth Management LLC: GEHC position timeline

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

AE Wealth Management LLC held 17,855 GEHC 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 17,855 shares
    Change vs previous 13F -1,457 shares

    0.01% of the 13F portfolio, value $1,142,902.

    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 19,312 shares
    Change vs previous 13F +967 shares

    0.01% of the 13F portfolio, value $1,374,690.

    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 18,345 shares
    Change vs previous 13F +1,364 shares

    0.01% of the 13F portfolio, value $1,504,723.

    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 16,981 shares
    Change vs previous 13F +1,318 shares

    0.01% of the 13F portfolio, value $1,275,321.

    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 15,663 shares
    Change vs previous 13F -1,097 shares

    0.01% of the 13F portfolio, value $1,160,167.

    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 16,760 shares
    Change vs previous 13F +908 shares

    0.01% of the 13F portfolio, value $1,352,684.

    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 15,852 shares
    Change vs previous 13F +1,886 shares

    0.01% of the 13F portfolio, value $1,239,260.

    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 13,966 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,310,648.

    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).