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Disclosery

Destination Wealth Management: GE position timeline

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

Destination Wealth Management held 2,509 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,509 shares
    Change vs previous 13F +452 shares

    0.02% of the 13F portfolio, value $937,629.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    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 2,057 shares
    Change vs previous 13F +417 shares

    0.02% of the 13F portfolio, value $583,841.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    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 1,640 shares
    Change vs previous 13F +574 shares

    0.01% of the 13F portfolio, value $505,294.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    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 1,066 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $320,690.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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