Skip to content
Disclosery

Total Wealth Planning & Management, Inc.: GEHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning & Management, Inc. on GEHC, newest first. How the timeline and the estimate are built.

Total Wealth Planning & Management, Inc. held 3,518 GEHC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,518 shares
    Change vs previous 13F -4,356 shares

    0.16% of the 13F portfolio, value $225,182.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
    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 7,874 shares
    Change vs previous 13F +779 shares

    0.44% of the 13F portfolio, value $560,464.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
    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 7,095 shares
    Change vs previous 13F +662 shares

    0.46% of the 13F portfolio, value $581,922.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,433 shares
    Change vs previous 13F +1,138 shares

    0.41% of the 13F portfolio, value $476,481.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,295 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $427,346.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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