Skip to content
Disclosery

Confluence Wealth Services, Inc.: GE position timeline

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

Confluence Wealth Services, Inc. held 15,736 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,736 shares
    Change vs previous 13F +5,784 shares

    0.17% of the 13F portfolio, value $5,880,958.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    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 9,952 shares
    Change vs previous 13F +1,580 shares

    0.11% of the 13F portfolio, value $2,823,980.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    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 8,372 shares
    Change vs previous 13F -719 shares

    0.11% of the 13F portfolio, value $2,578,633.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,091 shares
    Change vs previous 13F -60 shares

    0.13% of the 13F portfolio, value $2,734,483.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,151 shares
    Change vs previous 13F +460 shares

    0.13% of the 13F portfolio, value $2,355,321.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,691 shares
    Change vs previous 13F +272 shares

    0.11% of the 13F portfolio, value $1,683,150.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 8,419 shares
    Change vs previous 13F -142 shares

    0.11% of the 13F portfolio, value $1,690,342.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,561 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,614,373.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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