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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

GE holding history

General Electric Co in every 13F filed by AE 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)
108,708
Value
$40.6M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of GE by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,708$40.6M0.2%+5,168+5.0%AddedHolders
Q1 2026103,540$29.4M0.2%−88,031−46.0%ReducedHolders
Q4 2025191,571$59.0M0.3%+68,202+55.3%AddedHolders
Q3 2025123,369$37.1M0.2%+11,872+10.6%AddedHolders
Q2 2025111,497$28.7M0.2%+8,071+7.8%AddedHolders
Q1 2025103,426$20.7M0.2%+13,757+15.3%AddedHolders
Q4 202489,669$15.0M0.1%+16,379+22.3%AddedHolders
Q3 202473,290$13.8M0.1%+42,003+134.3%AddedHolders
Q2 202431,287$4.97M<0.1%+13,767+78.6%AddedHolders
Q1 202417,520$3.08M<0.1%−20,728−54.2%ReducedHolders
Q4 202338,248$5.02M<0.1%+3,987+11.6%AddedHolders
Q3 202334,261$3.79M<0.1%−25,270−42.4%ReducedHolders
Q2 202359,531$6.54M<0.1%+27,468+85.7%AddedHolders
Q1 202332,063$3.07M<0.1%+1,927+6.4%AddedHolders
Q4 202230,136$2.53M<0.1%+654+2.2%AddedHolders
Q3 202229,482$1.82M<0.1%−4,175−12.4%ReducedHolders
Q2 202233,657$2.14M<0.1%−4,647−12.1%ReducedHolders
Q1 202238,304$3.50M<0.1%−1,995−5.0%ReducedHolders
Q4 202140,299$3.81M<0.1%+6,810+20.3%AddedHolders
Q3 202133,489$3.45M<0.1%+8,156+32.2%AddedConverted for a 1-for-8 splitHolders
Q2 2021202,668$2.73M<0.1%+6,029+3.1%AddedHolders
Q1 2021196,639$2.58M<0.1%––Holders

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