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Disclosery

Connecticut Wealth Management, LLC: GE position timeline

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

Connecticut Wealth Management, LLC held 8,334 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 8,334 shares
    Change vs previous 13F +127 shares

    0.1% of the 13F portfolio, value $2,602,487.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,207 shares
    Change vs previous 13F +15 shares

    0.11% of the 13F portfolio, value $3,067,352.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, 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 8,192 shares
    Change vs previous 13F -254 shares

    0.1% of the 13F portfolio, value $2,324,575.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, 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 8,446 shares
    Change vs previous 13F -466 shares

    0.11% of the 13F portfolio, value $2,601,515.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, 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 8,912 shares
    Change vs previous 13F -477 shares

    0.12% of the 13F portfolio, value $2,680,908.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, 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 9,389 shares
    Change vs previous 13F +593 shares

    0.12% of the 13F portfolio, value $2,416,635.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, 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 8,796 shares
    Change vs previous 13F -187 shares

    0.09% of the 13F portfolio, value $1,760,519.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, 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 8,983 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,498,275.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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