Skip to content
Disclosery

Portside Wealth Group, LLC: GE position timeline

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

Portside Wealth Group, LLC held 4,932 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,932 shares
    Change vs previous 13F +1,587 shares

    0.22% of the 13F portfolio, value $1,843,276.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 3,345 shares
    Change vs previous 13F +823 shares

    0.13% of the 13F portfolio, value $949,151.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 2,522 shares
    Change vs previous 13F +764 shares

    0.11% of the 13F portfolio, value $776,859.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 1,758 shares
    Change vs previous 13F +604 shares

    0.07% of the 13F portfolio, value $528,848.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 1,154 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $297,034.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 1,078 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $215,762.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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