WEALTH ALLIANCE, LLC: GE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ALLIANCE, LLC on GE, newest first. How the timeline and the estimate are built.
WEALTH ALLIANCE, LLC held 4,022 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 4,022 sharesChange vs previous 13F -279 shares
0.13% of the 13F portfolio, value $1,503,188.
13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,301 sharesChange vs previous 13F +793 shares
0.12% of the 13F portfolio, value $1,220,617.
13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,508 sharesChange vs previous 13F -189 shares
0.11% of the 13F portfolio, value $1,080,523.
13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,697 sharesChange vs previous 13F +398 shares
0.11% of the 13F portfolio, value $1,112,045.
13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,299 sharesChange vs previous 13F +19 shares
0.09% of the 13F portfolio, value $849,140.
13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,280 sharesChange vs previous 13F -19 shares
0.08% of the 13F portfolio, value $656,541.
13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,299 sharesChange vs previous 13F +560 shares
0.07% of the 13F portfolio, value $550,243.
13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,739 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $516,434.
13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).