Skip to content
Disclosery

Transform Wealth, LLC: GE position timeline

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

Transform Wealth, LLC held 51,620 GE shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 51,620 shares
    Change vs previous 13F +619 shares

    0.63% of the 13F portfolio, value $10,350,482.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 51,001 shares
    Change vs previous 13F +6,375 shares

    0.47% of the 13F portfolio, value $8,520,712.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 44,626 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $8,428,084.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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