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Disclosery

Performance Wealth Partners, LLC: GE position timeline

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

Performance Wealth Partners, LLC held 18,484 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,484 shares
    Change vs previous 13F +2,657 shares

    0.17% of the 13F portfolio, value $6,908,045.

    13F-HR 0001951757-26-001190 filed by Performance 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 15,827 shares
    Change vs previous 13F +4,697 shares

    0.13% of the 13F portfolio, value $4,491,150.

    13F-HR 0001951757-26-000568 filed by Performance 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 11,130 shares
    Change vs previous 13F +2,985 shares

    0.09% of the 13F portfolio, value $3,428,229.

    13F-HR 0001951757-26-000258 filed by Performance 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 8,145 shares
    Change vs previous 13F +4,548 shares

    0.07% of the 13F portfolio, value $2,450,237.

    13F-HR 0001951757-25-001310 filed by Performance 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 3,597 shares
    Change vs previous 13F +2,296 shares

    0.03% of the 13F portfolio, value $925,842.

    13F-HR 0001951757-25-000972 filed by Performance 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 1,301 shares
    Change vs previous 13F -411 shares

    0.01% of the 13F portfolio, value $260,401.

    13F-HR 0001951757-25-000393 filed by Performance 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 1,712 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $285,548.

    13F-HR 0001951757-25-000052 filed by Performance 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 1,726 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $325,491.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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