Palacios Wealth Management, LLC: GE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palacios Wealth Management, LLC on GE, newest first. How the timeline and the estimate are built.
Palacios Wealth Management, LLC held 1,438 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,438 sharesChange vs previous 13F -8 shares
0.32% of the 13F portfolio, value $537,424.
13F-HR 0001705819-26-000043 filed by Palacios 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 1,446 sharesChange vs previous 13F +165 shares
0.26% of the 13F portfolio, value $419,239.
13F-HR 0001705819-26-000037 filed by Palacios 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 1,281 sharesChange vs previous 13F -279 shares
0.3% of the 13F portfolio, value $394,586.
13F-HR 0001705819-26-000015 filed by Palacios 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 1,560 sharesChange vs previous 13F +279 shares
0.31% of the 13F portfolio, value $469,279.
13F-HR 0001705819-25-000079 filed by Palacios 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 1,281 sharesChange vs previous 13F 0 shares
0.27% of the 13F portfolio, value $329,717.
13F-HR 0001705819-25-000044 filed by Palacios 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 1,281 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $256,392.
13F-HR 0001705819-25-000036 filed by Palacios 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 1,281 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $231,201.
13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).