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Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

GE holding history

General Electric Co in every 13F filed by Dougherty Wealth Advisers 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 (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of GE by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−93−100.0%Sold outHolders
Q4 202393$11.9K<0.1%00.0%UnchangedHolders
Q3 202393$10.3K<0.1%00.0%UnchangedHolders
Q2 202393$10.2K<0.1%00.0%UnchangedHolders
Q1 202393$8.89K<0.1%00.0%UnchangedHolders
Q4 202293$7.79K<0.1%00.0%UnchangedHolders
Q3 202293$6.00K<0.1%00.0%UnchangedHolders
Q2 202293$6.00K<0.1%00.0%UnchangedHolders
Q1 202293$9.00K<0.1%00.0%UnchangedHolders
Q4 202193$9.00K<0.1%−232−71.4%ReducedHolders
Q3 2021325$33.0K<0.1%+231+246.7%AddedConverted for a 1-for-8 splitHolders
Q2 2021750$10.0K<0.1%+750NewHolders