Skip to content

Taylor & Morgan Wealth Management, LLC: GE position timeline

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

Taylor & Morgan Wealth Management, LLC held 698 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 698 shares
    Change vs previous 13F -10 shares

    0.1% of the 13F portfolio, value $218,020.

    13F-HR 0002085853-26-001128 filed by Taylor & Morgan Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 708 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $264,489.

    13F-HR 0002085853-26-000685 filed by Taylor & Morgan Wealth Management, 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 707 shares
    Change vs previous 13F -99 shares

    0.11% of the 13F portfolio, value $200,620.

    13F-HR 0002085853-26-000319 filed by Taylor & Morgan Wealth Management, 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 806 shares
    Change vs previous 13F -125 shares

    0.14% of the 13F portfolio, value $248,410.

    13F-HR 0002085853-26-000042 filed by Taylor & Morgan Wealth Management, 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 931 shares
    Change vs previous 13F -17 shares

    0.17% of the 13F portfolio, value $280,004.

    13F-HR 0002085853-25-000093 filed by Taylor & Morgan Wealth Management, 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 948 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $244,023.

    13F-HR 0001667731-25-000726 filed by Taylor & Morgan Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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