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TrueWealth Advisors, LLC: GE position timeline

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

TrueWealth Advisors, LLC held 1,037 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 1,037 shares
    Change vs previous 13F -47 shares

    0.07% of the 13F portfolio, value $323,733.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,084 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $405,208.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, 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 1,156 shares
    Change vs previous 13F -1,676 shares

    0.08% of the 13F portfolio, value $328,143.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, 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 2,832 shares
    Change vs previous 13F -276 shares

    0.23% of the 13F portfolio, value $872,340.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, 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 3,108 shares
    Change vs previous 13F -60 shares

    0.25% of the 13F portfolio, value $934,857.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, 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 3,168 shares
    Change vs previous 13F -309 shares

    0.24% of the 13F portfolio, value $815,481.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,477 shares
    Change vs previous 13F +210 shares

    0.23% of the 13F portfolio, value $695,864.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,267 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $544,969.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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