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Disclosery

Cape Investment Advisory, Inc.: GE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on GE, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 2,838 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,838 shares
    Change vs previous 13F +1,052 shares

    0.23% of the 13F portfolio, value $886,279.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,786 shares
    Change vs previous 13F +60 shares

    0.18% of the 13F portfolio, value $667,482.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,726 shares
    Change vs previous 13F +491 shares

    0.16% of the 13F portfolio, value $489,787.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,235 shares
    Change vs previous 13F +1,114 shares

    0.12% of the 13F portfolio, value $380,417.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 121 shares
    Change vs previous 13F -1,114 shares

    0.04% of the 13F portfolio, value $36,399.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,235 shares
    Change vs previous 13F +75 shares

    0.12% of the 13F portfolio, value $317,877.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,160 shares
    Change vs previous 13F -44 shares

    0.09% of the 13F portfolio, value $232,174.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,204 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $200,815.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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