Skip to content
Disclosery

Concurrent Investment Advisors, LLC: GE position timeline

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

Concurrent Investment Advisors, LLC held 56,405 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 56,405 shares
    Change vs previous 13F +5,096 shares

    0.18% of the 13F portfolio, value $20,800,583.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, LLC
    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 51,309 shares
    Change vs previous 13F -16,228 shares

    0.16% of the 13F portfolio, value $14,347,821.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, LLC
    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 67,537 shares
    Change vs previous 13F +27,878 shares

    0.24% of the 13F portfolio, value $20,573,114.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 39,659 shares
    Change vs previous 13F +449 shares

    0.2% of the 13F portfolio, value $11,705,424.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 39,210 shares
    Change vs previous 13F -1,829 shares

    0.19% of the 13F portfolio, value $9,899,977.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,039 shares
    Change vs previous 13F +8,145 shares

    0.2% of the 13F portfolio, value $8,064,633.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, LLC
    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 32,894 shares
    Change vs previous 13F +11,483 shares

    0.15% of the 13F portfolio, value $5,362,047.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,411 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,897,009.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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