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Vest Financial, LLC: GE position timeline

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

Vest Financial, LLC held 237,404 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,404 shares
    Change vs previous 13F +9,320 shares

    0.93% of the 13F portfolio, value $88,724,997.

    13F-HR 0001709632-26-000006 filed by Vest Financial, LLC
    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 228,084 shares
    Change vs previous 13F +5,574 shares

    0.78% of the 13F portfolio, value $64,723,395.

    13F-HR 0001709632-26-000004 filed by Vest Financial, LLC
    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 222,510 shares
    Change vs previous 13F +54,125 shares

    0.87% of the 13F portfolio, value $68,539,756.

    13F-HR 0001709632-26-000002 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 168,385 shares
    Change vs previous 13F +55,635 shares

    0.66% of the 13F portfolio, value $50,653,576.

    13F-HR 0001709632-25-000006 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 112,750 shares
    Change vs previous 13F +49,758 shares

    0.41% of the 13F portfolio, value $29,020,724.

    13F-HR 0001085146-25-004177 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 62,992 shares
    Change vs previous 13F +53,583 shares

    0.2% of the 13F portfolio, value $12,607,849.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,409 shares
    Change vs previous 13F +1,228 shares

    0.03% of the 13F portfolio, value $1,569,329.

    13F-HR 0001085146-25-000544 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,181 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,542,773.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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