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Worth Asset Management, LLC: GE position timeline

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

Worth Asset Management, LLC held 3,862 GE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,862 shares
    Change vs previous 13F +1,455 shares

    0.35% of the 13F portfolio, value $1,205,953.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,407 shares
    Change vs previous 13F -643 shares

    0.29% of the 13F portfolio, value $899,433.

    13F-HR 0001927285-26-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,050 shares
    Change vs previous 13F -1,222 shares

    0.32% of the 13F portfolio, value $865,393.

    13F-HR 0001927285-26-000003 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,272 shares
    Change vs previous 13F +1,490 shares

    0.56% of the 13F portfolio, value $1,315,919.

    13F-HR 0001927285-26-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,782 shares
    Change vs previous 13F -4,234 shares

    0.38% of the 13F portfolio, value $836,894.

    13F-HR 0001927285-25-000006 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,016 shares
    Change vs previous 13F +4,614 shares

    0.89% of the 13F portfolio, value $1,805,859.

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,402 shares
    Change vs previous 13F -1,464 shares

    0.26% of the 13F portfolio, value $480,767.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,866 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $644,814.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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