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Disclosery

CapWealth Advisors, LLC: GE position timeline

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

CapWealth Advisors, LLC held 99,300 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 99,300 shares
    Change vs previous 13F -1,276 shares

    2.34% of the 13F portfolio, value $31,010,457.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 100,576 shares
    Change vs previous 13F +648 shares

    2.58% of the 13F portfolio, value $37,588,265.

    13F-HR 0001531809-26-000005 filed by CapWealth 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 ended2026-03-31
    13F 99,928 shares
    Change vs previous 13F -1,713 shares

    2.1% of the 13F portfolio, value $28,356,494.

    13F-HR 0001531809-26-000004 filed by CapWealth 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 ended2025-12-31
    13F/A 101,641 shares
    Change vs previous 13F +181 shares

    2.14% of the 13F portfolio, value $31,308,595.

    13F-HR/A 0001531809-26-000003 filed by CapWealth 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 ended2025-09-30
    13F/A 101,460 shares
    Change vs previous 13F -2,246 shares

    2.1% of the 13F portfolio, value $30,521,213.

    13F-HR/A 0001531809-26-000002 filed by CapWealth 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 ended2025-06-30
    13F 103,706 shares
    Change vs previous 13F -750 shares

    2.63% of the 13F portfolio, value $26,692,805.

    13F-HR 0001531809-25-000005 filed by CapWealth 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 ended2025-03-31
    13F 104,456 shares
    Change vs previous 13F -59,251 shares

    2.27% of the 13F portfolio, value $20,906,868.

    13F-HR 0001531809-25-000002 filed by CapWealth 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 ended2024-12-31
    13F 163,707 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $27,304,690.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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