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Disclosery

Concord Wealth Partners: GE position timeline

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

Concord Wealth Partners held 763 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 763 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $285,201.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 763 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $216,398.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    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 762 shares
    Change vs previous 13F +173 shares

    0.03% of the 13F portfolio, value $234,777.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 589 shares
    Change vs previous 13F -1,099 shares

    0.02% of the 13F portfolio, value $177,093.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 589 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 1,688 shares
    Change vs previous 13F +1,015 shares

    0.03% of the 13F portfolio, value $434,358.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 844 shares
    • Concord Asset Management, LLC/VA: 844 shares

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

  6. period ended2025-03-31
    13F 673 shares
    Change vs previous 13F -18,488 shares

    0.02% of the 13F portfolio, value $134,759.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 673 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 19,161 shares
    Change vs previous 13F +10,513 shares

    0.3% of the 13F portfolio, value $3,195,784.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,824 shares
    • Concord Asset Management, LLC/VA: 9,337 shares

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

  8. period ended2024-09-30
    13F 8,648 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,630,882.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,573 shares
    • Concord Asset Management, LLC/VA: 4,075 shares

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