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Waterloo Capital, L.P.: GE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on GE, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 5,835 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,835 shares
    Change vs previous 13F +1,292 shares

    0.12% of the 13F portfolio, value $2,180,585.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 4,543 shares
    Change vs previous 13F -926 shares

    0.09% of the 13F portfolio, value $1,289,043.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 5,469 shares
    Change vs previous 13F +121 shares

    0.12% of the 13F portfolio, value $1,684,506.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 5,348 shares
    Change vs previous 13F +676 shares

    0.12% of the 13F portfolio, value $1,608,679.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 4,672 shares
    Change vs previous 13F +2,011 shares

    0.1% of the 13F portfolio, value $1,202,601.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 2,661 shares
    Change vs previous 13F +1,297 shares

    0.05% of the 13F portfolio, value $532,649.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 1,364 shares
    Change vs previous 13F -1,045 shares

    0.02% of the 13F portfolio, value $227,576.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 2,409 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $454,214.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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