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Capital Planning LLC: GE position timeline

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

Capital Planning LLC held 805 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 805 shares
    Change vs previous 13F -239 shares

    0.07% of the 13F portfolio, value $251,393.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,044 shares
    Change vs previous 13F +220 shares

    0.11% of the 13F portfolio, value $390,174.

    13F-HR 0001790688-26-000004 filed by Capital Planning LLC
    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 824 shares
    Change vs previous 13F -582 shares

    0.08% of the 13F portfolio, value $234,214.

    13F-HR 0001790688-26-000002 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,406 shares
    Change vs previous 13F +344 shares

    0.13% of the 13F portfolio, value $451,481.

    13F-HR 0001790688-26-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,062 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $319,853.

    13F-HR 0001790688-25-000008 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,062 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $273,348.

    13F-HR 0001790688-25-000006 filed by Capital Planning LLC
    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 1,062 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $212,721.

    13F-HR 0001790688-25-000005 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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