Skip to content
Disclosery

Marks Group Wealth Management, Inc: GE position timeline

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

Marks Group Wealth Management, Inc held 22,482 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,482 shares
    Change vs previous 13F -12,624 shares

    0.73% of the 13F portfolio, value $8,402,198.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 35,106 shares
    Change vs previous 13F -10,963 shares

    0.96% of the 13F portfolio, value $9,962,030.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    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 46,069 shares
    Change vs previous 13F +32,705 shares

    1.36% of the 13F portfolio, value $14,190,635.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 13,364 shares
    Change vs previous 13F +1,219 shares

    0.37% of the 13F portfolio, value $4,020,160.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 12,145 shares
    Change vs previous 13F -166 shares

    0.29% of the 13F portfolio, value $3,126,009.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 12,311 shares
    Change vs previous 13F +144 shares

    0.24% of the 13F portfolio, value $2,464,047.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    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 12,167 shares
    Change vs previous 13F +234 shares

    0.2% of the 13F portfolio, value $2,029,335.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    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 11,933 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,250,325.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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