HB Wealth Management, LLC: GE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on GE, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 42,701 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 42,701 sharesChange vs previous 13F +1,089 shares
0.09% of the 13F portfolio, value $15,959,018.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,612 sharesChange vs previous 13F +5,543 shares
0.08% of the 13F portfolio, value $11,808,263.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,069 sharesChange vs previous 13F +3,438 shares
0.07% of the 13F portfolio, value $11,110,618.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,631 sharesChange vs previous 13F +5,995 shares
0.07% of the 13F portfolio, value $9,816,305.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,636 sharesChange vs previous 13F -6,484 shares
0.05% of the 13F portfolio, value $6,856,055.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,120 sharesChange vs previous 13F +11,468 shares
0.06% of the 13F portfolio, value $6,628,974.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,652 sharesChange vs previous 13F +1,298 shares
0.04% of the 13F portfolio, value $3,611,653.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,354 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $3,838,464.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).