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Valeo Financial Advisors, LLC: GE position timeline

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

Valeo Financial Advisors, LLC held 14,354 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,354 shares
    Change vs previous 13F +413 shares

    0.09% of the 13F portfolio, value $4,482,532.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,941 shares
    Change vs previous 13F -819 shares

    0.11% of the 13F portfolio, value $5,210,150.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 14,760 shares
    Change vs previous 13F -6,171 shares

    0.1% of the 13F portfolio, value $4,188,499.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 20,931 shares
    Change vs previous 13F +424 shares

    0.14% of the 13F portfolio, value $6,447,227.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 20,507 shares
    Change vs previous 13F -618 shares

    0.14% of the 13F portfolio, value $6,168,992.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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/A 21,125 shares
    Change vs previous 13F +776 shares

    0.13% of the 13F portfolio, value $5,437,362.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 20,349 shares
    Change vs previous 13F +754 shares

    0.11% of the 13F portfolio, value $4,072,930.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 19,595 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,268,317.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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