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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

GE holding history

General Electric Co in every 13F filed by LWM Advisory Services, 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)
1,058
Value
$395.4K
% of portfolio
0.7%
Quarters held
2
Since Q1 2026
Holdings of GE by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,058$395.4K0.7%+78+8.0%AddedHolders
Q1 2026980$278.1K0.3%+980NewHolders