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Disclosery

Western Financial Corp/CA: GE position timeline

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

Western Financial Corp/CA held 10,397 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,397 shares
    Change vs previous 13F -9,568 shares

    1.14% of the 13F portfolio, value $3,885,796.

    13F-HR 0001954480-26-000004 filed by Western Financial Corp/CA
    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 19,965 shares
    Change vs previous 13F -47 shares

    2.22% of the 13F portfolio, value $5,665,467.

    13F-HR 0001954480-26-000002 filed by Western Financial Corp/CA
    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 20,012 shares
    Change vs previous 13F -24 shares

    2.44% of the 13F portfolio, value $6,164,373.

    13F-HR 0001954480-26-000001 filed by Western Financial Corp/CA
    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 20,036 shares
    Change vs previous 13F +1,554 shares

    2.62% of the 13F portfolio, value $6,027,113.

    13F-HR 0001954480-25-000003 filed by Western Financial Corp/CA
    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 18,482 shares
    Change vs previous 13F +3,847 shares

    2.55% of the 13F portfolio, value $4,756,980.

    13F-HR 0001085146-25-003902 filed by Western Financial Corp/CA
    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 14,635 shares
    Change vs previous 13F -880 shares

    1.7% of the 13F portfolio, value $2,929,263.

    13F-HR 0001085146-25-002289 filed by Western Financial Corp/CA
    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 15,515 shares
    Change vs previous 13F +988 shares

    1.42% of the 13F portfolio, value $2,587,803.

    13F-HR 0001085146-25-000445 filed by Western Financial Corp/CA
    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 14,527 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,739,578.

    13F-HR 0001085146-24-005036 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

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