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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

GE holding history

General Electric Co in every 13F filed by Heritage Wealth Advisors, 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)
4,440
Value
$1.66M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of GE by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,440$1.66M0.1%+27+0.6%AddedHolders
Q1 20264,413$1.25M<0.1%+742+20.2%AddedHolders
Q4 20253,671$1.13M<0.1%+35+1.0%AddedHolders
Q3 20253,636$1.09M<0.1%00.0%UnchangedHolders
Q2 20253,636$935.9K<0.1%00.0%UnchangedHolders
Q1 20253,636$727.7K<0.1%−3−0.1%ReducedHolders
Q4 20243,639$606.9K<0.1%−124−3.3%ReducedHolders
Q3 20243,763$709.6K<0.1%+127+3.5%AddedHolders
Q2 20243,636$578.0K<0.1%−52−1.4%ReducedHolders
Q1 20243,688$647.4K<0.1%−812−18.0%ReducedHolders
Q4 20234,500$574.3K<0.1%−2,059−31.4%ReducedHolders
Q3 20236,559$725.1K<0.1%−199−2.9%ReducedHolders
Q2 20236,758$742.4K<0.1%00.0%UnchangedHolders
Q1 20236,758$646.1K<0.1%−390−5.5%ReducedHolders
Q4 20227,148$598.9K<0.1%−665−8.5%ReducedHolders
Q3 20227,813$483.7K<0.1%+115+1.5%AddedHolders
Q2 20227,698$490.0K<0.1%+4,499+140.6%AddedHolders
Q1 20223,199$293.0K<0.1%−165−4.9%ReducedHolders
Q4 20213,364$318.0K<0.1%−30−0.9%ReducedHolders
Q3 20213,394$349.7K<0.1%−733−17.8%ReducedConverted for a 1-for-8 splitHolders
Q2 202133,016$444.4K<0.1%00.0%UnchangedHolders
Q1 202133,016$433.5K<0.1%––Holders

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