Wealth Management Associates, Inc.: GE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on GE, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 5,222 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 5,222 sharesChange vs previous 13F +141 shares
0.54% of the 13F portfolio, value $1,951,448.
13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,081 sharesChange vs previous 13F 0 shares
0.5% of the 13F portfolio, value $1,441,918.
13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,081 sharesChange vs previous 13F -180 shares
0.54% of the 13F portfolio, value $1,565,133.
13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,261 sharesChange vs previous 13F -530 shares
0.56% of the 13F portfolio, value $1,582,592.
13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,791 sharesChange vs previous 13F +934 shares
0.58% of the 13F portfolio, value $1,490,474.
13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,857 sharesChange vs previous 13F +110 shares
0.42% of the 13F portfolio, value $972,149.
13F-HR 0001214659-25-008456 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,747 sharesChange vs previous 13F -38 shares
0.34% of the 13F portfolio, value $791,734.
13F-HR 0001214659-25-008455 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,785 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $902,291.
13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).