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Disclosery

Wealthquest Corp: GE position timeline

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

Wealthquest Corp held 5,997 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,997 shares
    Change vs previous 13F +580 shares

    0.14% of the 13F portfolio, value $2,241,259.

    13F-HR 0001632968-26-000004 filed by Wealthquest Corp
    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/A 5,417 shares
    Change vs previous 13F +211 shares

    0.11% of the 13F portfolio, value $1,537,182.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest Corp
    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 5,206 shares
    Change vs previous 13F +5,206 shares

    0.12% of the 13F portfolio, value $1,603,604.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    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 0 shares
    Change vs previous 13F -5,142 shares

    13F-HR 0001632968-25-000009 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 5,142 shares
    Change vs previous 13F +2,188 shares

    0.1% of the 13F portfolio, value $1,323,552.

    13F-HR 0001632968-25-000006 filed by Wealthquest Corp
    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/A 2,954 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $591,280.

    13F-HR/A 0001632968-25-000004 filed by Wealthquest Corp
    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 2,933 shares
    Change vs previous 13F -567 shares

    0.04% of the 13F portfolio, value $489,223.

    13F-HR 0001632968-25-000001 filed by Wealthquest Corp
    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 3,500 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $652,077.

    13F-HR 0001632968-24-000004 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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