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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

GE holding history

General Electric Co in every 13F filed by Summit Financial, 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)
26,872
Value
$10.0M
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of GE by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,872$10.0M0.1%+1,490+5.9%AddedHolders
Q1 202625,382$7.21M0.1%+4,783+23.2%AddedHolders
Q4 202520,599$6.35M0.1%+577+2.9%AddedHolders
Q3 202520,022$6.02M0.1%+4,457+28.6%AddedHolders
Q2 202515,565$4.01M0.1%+6,245+67.0%AddedHolders
Q1 20259,320$1.87M0.1%+39+0.4%AddedHolders
Q4 20249,281$1.55M0.1%+1,063+12.9%AddedHolders
Q3 20248,218$1.55M0.1%+2,357+40.2%AddedHolders
Q2 20245,861$931.8K<0.1%+3,107+112.8%AddedHolders
Q1 20242,754$483.4K<0.1%+886+47.4%AddedHolders
Q4 20231,868$238.5K<0.1%−8−0.4%ReducedHolders
Q3 20231,876$207.5K<0.1%+1,876NewHolders