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Disclosery

TrinityPoint Wealth, LLC: GE position timeline

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

TrinityPoint Wealth, LLC held 9,170 GE shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,170 shares
    Change vs previous 13F +437 shares

    0.21% of the 13F portfolio, value $1,529,508.

    13F-HR 0001085146-25-001498 filed by TrinityPoint 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 ended2024-09-30
    13F 8,733 shares
    Change vs previous 13F +367 shares

    0.24% of the 13F portfolio, value $1,646,896.

    13F-HR 0001765380-24-000406 filed by TrinityPoint 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 ended2024-06-30
    13F 8,366 shares
    Change vs previous 13F +7,038 shares

    0.21% of the 13F portfolio, value $1,330,014.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 1,328 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $233,138.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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