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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

GE holding history

General Electric Co in every 13F filed by Evermay Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GE overviewAll 13F holders of GEFull Q2 2026 holdings

Shares (Q2 2026)
4,277
Value
$1.60M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of GE by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,277$1.60M0.2%+928+27.7%AddedHolders
Q1 20263,349$951.1K0.1%+46+1.4%AddedHolders
Q4 20253,303$1.02M0.1%+312+10.4%AddedHolders
Q3 20252,991$900.3K0.1%−25−0.8%ReducedHolders
Q2 20253,016$776.2K0.1%+1,075+55.4%AddedHolders
Q1 20251,941$388.9K0.1%+431+28.5%AddedHolders
Q4 20241,510$252.2K<0.1%−223−12.9%ReducedHolders
Q3 20241,733$327.1K0.1%−269−13.4%ReducedHolders
Q2 20242,002$318.2K0.1%00.0%UnchangedHolders
Q1 20242,002$351.4K0.1%+743+59.0%AddedHolders
Q4 20231,259$160.8K<0.1%−271−17.7%ReducedHolders
Q3 20231,530$169.2K<0.1%00.0%UnchangedHolders
Q2 20231,530$168.1K<0.1%00.0%UnchangedHolders
Q1 20231,530$146.4K<0.1%−653−29.9%ReducedHolders
Q4 20222,183$183.1K<0.1%+315+16.9%AddedHolders
Q3 20221,868$116.0K<0.1%00.0%UnchangedHolders
Q2 20221,868$119.0K<0.1%+22+1.2%AddedHolders
Q1 20221,846$169.0K<0.1%−4,453−70.7%ReducedHolders
Q4 20216,299$595.0K0.1%00.0%UnchangedHolders
Q3 20216,299$649.0K0.1%−47−0.7%ReducedConverted for a 1-for-8 splitHolders
Q2 202150,765$683.0K0.1%00.0%UnchangedHolders
Q1 202150,765$667.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.