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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

GE holding history

General Electric Co in every 13F filed by Transform Wealth, 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 Q1 2025 holdings

Shares (Q1 2025)
51,620
Value
$10.4M
% of portfolio
0.6%
Quarters held
3
Since Q3 2024
Holdings of GE by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202551,620$10.4M0.6%+619+1.2%AddedHolders
Q4 202451,001$8.52M0.5%+6,375+14.3%AddedHolders
Q3 202444,626$8.43M0.6%+44,626NewHolders