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Disclosery

GeoWealth Management, LLC: GE position timeline

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

GeoWealth Management, LLC held 6,221 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,221 shares
    Change vs previous 13F -114 shares

    0.07% of the 13F portfolio, value $2,324,683.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    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 6,335 shares
    Change vs previous 13F +971 shares

    0.06% of the 13F portfolio, value $1,797,831.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 ended2025-12-31
    13F 5,364 shares
    Change vs previous 13F -318 shares

    0.06% of the 13F portfolio, value $1,652,247.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 ended2025-09-30
    13F 5,682 shares
    Change vs previous 13F +156 shares

    0.06% of the 13F portfolio, value $1,709,311.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 ended2025-06-30
    13F 5,526 shares
    Change vs previous 13F -4,709 shares

    0.06% of the 13F portfolio, value $1,422,225.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 ended2025-03-31
    13F 10,235 shares
    Change vs previous 13F -406 shares

    0.08% of the 13F portfolio, value $2,048,616.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 ended2024-12-31
    13F 10,641 shares
    Change vs previous 13F +593 shares

    0.06% of the 13F portfolio, value $1,774,856.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 ended2024-09-30
    13F 10,048 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,894,879.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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