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Disclosery

Forum Financial Management, LP: GE position timeline

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

Forum Financial Management, LP held 7,084 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,084 shares
    Change vs previous 13F +790 shares

    0.03% of the 13F portfolio, value $2,647,426.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 6,294 shares
    Change vs previous 13F -4,848 shares

    0.03% of the 13F portfolio, value $1,786,228.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 11,142 shares
    Change vs previous 13F -53 shares

    0.04% of the 13F portfolio, value $3,431,991.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 11,195 shares
    Change vs previous 13F -182 shares

    0.05% of the 13F portfolio, value $3,367,692.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 11,377 shares
    Change vs previous 13F -263 shares

    0.04% of the 13F portfolio, value $2,928,110.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 11,640 shares
    Change vs previous 13F -727 shares

    0.04% of the 13F portfolio, value $2,329,739.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 12,367 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,062,695.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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