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Disclosery

Rockbridge Investment Management, LCC: GE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockbridge Investment Management, LCC on GE, newest first. How the timeline and the estimate are built.

Rockbridge Investment Management, LCC held 9,237 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,237 shares
    Change vs previous 13F -44 shares

    0.28% of the 13F portfolio, value $3,452,020.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    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 9,281 shares
    Change vs previous 13F +886 shares

    0.24% of the 13F portfolio, value $2,633,747.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    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 8,395 shares
    Change vs previous 13F -840 shares

    0.24% of the 13F portfolio, value $2,585,991.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    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 9,235 shares
    Change vs previous 13F -50 shares

    0.27% of the 13F portfolio, value $2,778,145.

    13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
    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 9,285 shares
    Change vs previous 13F +6,557 shares

    0.26% of the 13F portfolio, value $2,389,924.

    13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
    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 2,728 shares
    Change vs previous 13F -158 shares

    0.06% of the 13F portfolio, value $546,049.

    13F-HR 0001214659-25-007589 filed by Rockbridge Investment Management, LCC
    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 2,886 shares
    Change vs previous 13F -214 shares

    0.06% of the 13F portfolio, value $481,386.

    13F-HR 0001214659-25-002433 filed by Rockbridge Investment Management, LCC
    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 3,100 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $584,628.

    13F-HR 0001214659-24-018259 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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