Skip to content
Disclosery

HCR Wealth Advisors: GE position timeline

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

HCR Wealth Advisors held 3,361 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,361 shares
    Change vs previous 13F +37 shares

    0.11% of the 13F portfolio, value $1,256,353.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 3,324 shares
    Change vs previous 13F -21 shares

    0.1% of the 13F portfolio, value $943,338.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 3,345 shares
    Change vs previous 13F +137 shares

    0.1% of the 13F portfolio, value $1,030,427.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 3,208 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $960,676.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 3,208 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $825,718.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 3,207 shares
    Change vs previous 13F -15 shares

    0.08% of the 13F portfolio, value $642,065.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 3,222 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $537,536.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 3,216 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $606,612.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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