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MISSION WEALTH MANAGEMENT, LP: GE position timeline

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

MISSION WEALTH MANAGEMENT, LP held 26,404 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,404 shares
    Change vs previous 13F +13,191 shares

    0.12% of the 13F portfolio, value $9,868,116.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 13,213 shares
    Change vs previous 13F +557 shares

    0.08% of the 13F portfolio, value $3,749,381.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 12,656 shares
    Change vs previous 13F -928 shares

    0.08% of the 13F portfolio, value $3,898,285.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 13,584 shares
    Change vs previous 13F -1,316 shares

    0.08% of the 13F portfolio, value $4,086,335.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 14,900 shares
    Change vs previous 13F -149 shares

    0.08% of the 13F portfolio, value $3,835,182.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 15,049 shares
    Change vs previous 13F +1,537 shares

    0.08% of the 13F portfolio, value $3,012,133.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 13,512 shares
    Change vs previous 13F +781 shares

    0.05% of the 13F portfolio, value $2,253,677.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 12,731 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,400,743.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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