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Beacon Pointe Advisors, LLC: GE position timeline

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

Beacon Pointe Advisors, LLC held 67,608 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,608 shares
    Change vs previous 13F -2,862 shares

    0.12% of the 13F portfolio, value $25,260,917.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 70,470 shares
    Change vs previous 13F +16,531 shares

    0.11% of the 13F portfolio, value $19,997,409.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 53,939 shares
    Change vs previous 13F +1,373 shares

    0.12% of the 13F portfolio, value $16,614,714.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 52,566 shares
    Change vs previous 13F +4,136 shares

    0.13% of the 13F portfolio, value $15,813,037.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 48,430 shares
    Change vs previous 13F +310 shares

    0.13% of the 13F portfolio, value $12,465,501.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 48,120 shares
    Change vs previous 13F -3,464 shares

    0.11% of the 13F portfolio, value $9,631,297.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 51,584 shares
    Change vs previous 13F -92 shares

    0.1% of the 13F portfolio, value $8,603,744.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 51,676 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,745,101.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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