Ascentis Wealth Management, LLC: GE position timeline

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

Ascentis Wealth Management, LLC held 1,435 GE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

period ended2026-06-30
13F/A 1,435 shares
Change vs previous 13F -3,794 shares
0.08% of the 13F portfolio, value $536,318.
13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Ascentis Independent Advisors: 70 shares
- Ascentis Wealth Management, LLC: 1,365 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,229 shares
Change vs previous 13F +3,710 shares
0.08% of the 13F portfolio, value $1,484,128.
13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Ascentis Independent Advisors: 4,317 shares
- Ascentis Wealth Management, LLC: 912 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,519 shares
Change vs previous 13F -553 shares
0.04% of the 13F portfolio, value $468,063.
13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Ascentis Independent Advisors: 1,405 shares
- Ascentis Wealth Management, LLC: 114 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,072 shares
Change vs previous 13F +187 shares
0.06% of the 13F portfolio, value $623,345.
13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Ascentis Independent Advisors: 1,356 shares
- Ascentis Wealth Management, LLC: 716 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,885 shares
Change vs previous 13F -143 shares
0.05% of the 13F portfolio, value $479,712.
13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Ascentis Independent Advisors: 1,219 shares
- Ascentis Wealth Management, LLC: 666 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,028 shares
Change vs previous 13F +210 shares
0.05% of the 13F portfolio, value $408,400.
13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Ascentis Independent Advisors: 1,312 shares
- Ascentis Wealth Management, LLC: 716 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,818 shares
Change vs previous 13F +816 shares
0.04% of the 13F portfolio, value $303,146.
13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Ascentis Independent Advisors: 1,236 shares
- Ascentis Wealth Management, LLC: 582 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,002 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $188,944.
13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Ascentis Independent Advisors: 348 shares
- Ascentis Wealth Management, LLC: 654 shares
Acceptance time not in the bulk data set (spec §4.2).