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Disclosery

Plan A Wealth LLC: GE position timeline

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

Plan A Wealth LLC held 3,468 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,468 shares
    Change vs previous 13F -73 shares

    0.39% of the 13F portfolio, value $1,083,022.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,541 shares
    Change vs previous 13F +6 shares

    0.56% of the 13F portfolio, value $1,323,378.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,535 shares
    Change vs previous 13F -74 shares

    0.48% of the 13F portfolio, value $1,003,127.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,609 shares
    Change vs previous 13F +12 shares

    0.54% of the 13F portfolio, value $1,111,680.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,597 shares
    Change vs previous 13F -3 shares

    0.55% of the 13F portfolio, value $1,082,050.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,600 shares
    Change vs previous 13F -16 shares

    0.53% of the 13F portfolio, value $926,604.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,616 shares
    Change vs previous 13F -408 shares

    0.56% of the 13F portfolio, value $723,742.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,024 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $671,163.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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