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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

GE holding history

General Electric Co in every 13F filed by WealthPLAN Partners, 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)
2,188
Value
$817.9K
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of GE by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,188$817.9K0.2%+169+8.4%AddedHolders
Q1 20262,019$572.9K0.1%−134−6.2%ReducedHolders
Q4 20252,153$663.0K0.1%+235+12.3%AddedHolders
Q3 20251,918$577.0K0.1%+22+1.2%AddedHolders
Q2 20251,896$488.0K0.1%−302−13.7%ReducedHolders
Q1 20252,198$440.0K0.1%−121−5.2%ReducedHolders
Q4 20242,319$386.7K0.1%−186−7.4%ReducedHolders
Q3 20242,505$472.4K0.1%+3+0.1%AddedHolders
Q2 20242,502$397.7K<0.1%−106−4.1%ReducedHolders
Q1 20242,608$457.9K<0.1%+104+4.2%AddedHolders
Q4 20232,504$319.6K<0.1%−12−0.5%ReducedHolders
Q3 20232,516$278.1K<0.1%+53+2.2%AddedHolders
Q2 20232,463$270.5K<0.1%−90−3.5%ReducedHolders
Q1 20232,553$244.1K<0.1%−418−14.1%ReducedHolders
Q4 20222,971$248.2K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20224,814$359.0K<0.1%−478−9.0%ReducedHolders
Q4 20215,292$500.0K<0.1%−45−0.8%ReducedHolders
Q3 20215,337$520.0K<0.1%+4,649+675.3%AddedConverted for a 1-for-8 splitHolders
Q2 20215,507$584.0K<0.1%−39,351−87.7%ReducedHolders
Q1 202144,858$588.0K<0.1%––Holders

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