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Disclosery

Synergy Asset Management, LLC: GE position timeline

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

Synergy Asset Management, LLC held 6,939 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,939 shares
    Change vs previous 13F +4,752 shares

    0.24% of the 13F portfolio, value $2,593,312.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, 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 2,187 shares
    Change vs previous 13F -184 shares

    0.07% of the 13F portfolio, value $620,605.

    13F-HR 0001699080-26-000005 filed by Synergy 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 ended2025-12-31
    13F 2,371 shares
    Change vs previous 13F -40,167 shares

    0.08% of the 13F portfolio, value $730,339.

    13F-HR 0001699080-26-000002 filed by Synergy 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 ended2025-09-30
    13F 42,538 shares
    Change vs previous 13F +23,435 shares

    0.4% of the 13F portfolio, value $11,136,994.

    13F-HR 0001699080-25-000007 filed by Synergy 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 ended2025-06-30
    13F 19,103 shares
    Change vs previous 13F -6,162 shares

    0.56% of the 13F portfolio, value $4,916,921.

    13F-HR 0001699080-25-000006 filed by Synergy 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 ended2025-03-31
    13F 25,265 shares
    Change vs previous 13F -22,965 shares

    0.64% of the 13F portfolio, value $5,056,789.

    13F-HR 0001699080-25-000004 filed by Synergy 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 ended2024-12-31
    13F 48,230 shares
    Change vs previous 13F +25,170 shares

    0.66% of the 13F portfolio, value $8,592,009.

    13F-HR 0001699080-25-000002 filed by Synergy 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 ended2024-09-30
    13F 23,060 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,348,599.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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