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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

GE holding history

General Electric Co in every 13F filed by TrinityPoint 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 Q4 2024 holdings

Shares (Q4 2024)
9,170
Value
$1.53M
% of portfolio
0.2%
Quarters held
6
Since Q1 2021
Holdings of GE by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20249,170$1.53M0.2%+437+5.0%AddedHolders
Q3 20248,733$1.65M0.2%+367+4.4%AddedHolders
Q2 20248,366$1.33M0.2%+7,038+530.0%AddedHolders
Q1 20241,328$233.1K<0.1%+1,328NewHolders
Q3 20210$00.0%−1,486−100.0%Sold outConverted for a 1-for-8 splitHolders
Q2 202111,890$160.0K<0.1%+327+2.8%AddedHolders
Q1 202111,563$152.0K<0.1%––Holders

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