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INVENIO WEALTH PARTNERS LLC: GE position timeline

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

INVENIO WEALTH PARTNERS LLC held 1,939 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 1,939 shares
    Change vs previous 13F -173 shares

    0.26% of the 13F portfolio, value $724,662.

    13F-HR 0001989341-26-000004 filed by INVENIO WEALTH PARTNERS 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 2,112 shares
    Change vs previous 13F -116 shares

    0.24% of the 13F portfolio, value $599,322.

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS 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 2,228 shares
    Change vs previous 13F -49 shares

    0.25% of the 13F portfolio, value $686,291.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS 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 2,277 shares
    Change vs previous 13F +27 shares

    0.25% of the 13F portfolio, value $684,967.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS 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 2,250 shares
    Change vs previous 13F -110 shares

    0.23% of the 13F portfolio, value $579,128.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS 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 2,360 shares
    Change vs previous 13F +234 shares

    0.2% of the 13F portfolio, value $472,354.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS 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 2,126 shares
    Change vs previous 13F +74 shares

    0.15% of the 13F portfolio, value $354,596.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS 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 2,052 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $386,967.

    13F-HR 0001989341-24-000005 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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