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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

GE holding history

General Electric Co in every 13F filed by Xcel 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)
4,836
Value
$1.81M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of GE by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,836$1.81M0.4%+41+0.9%AddedHolders
Q1 20264,795$1.36M0.4%−13,350−73.6%ReducedHolders
Q4 202518,145$5.59M1.4%00.0%UnchangedHolders
Q3 202518,145$5.46M1.4%+12+0.1%AddedHolders
Q2 202518,133$4.67M1.3%−31−0.2%ReducedHolders
Q1 202518,164$3.64M1.1%−940−4.9%ReducedHolders
Q4 202419,104$3.19M0.9%00.0%UnchangedHolders
Q3 202419,104$3.60M1.1%−75−0.4%ReducedHolders
Q2 202419,179$3.05M1.0%+40+0.2%AddedHolders
Q1 202419,139$3.36M1.1%−20.0%ReducedHolders
Q4 202319,141$2.44M0.9%−101−0.5%ReducedHolders
Q3 202319,242$2.13M0.8%−2,544−11.7%ReducedHolders
Q2 202321,786$2.39M0.8%−4,386−16.8%ReducedHolders
Q1 202326,172$2.50M0.9%−262−1.0%ReducedHolders
Q4 202226,434$2.21M0.9%−11,334−30.0%ReducedHolders
Q3 202237,768$2.34M0.9%−18,666−33.1%ReducedHolders
Q2 202256,434$3.59M1.3%−7,834−12.2%ReducedHolders
Q1 202264,268$5.88M1.6%−11,563−15.2%ReducedHolders
Q4 202175,831$7.16M1.8%+1,380+1.9%AddedHolders
Q3 202174,451$7.67M2.2%+11,952+19.1%AddedConverted for a 1-for-8 splitHolders
Q2 2021499,995$6.73M2.0%+129,717+35.0%AddedHolders
Q1 2021370,278$4.86M1.7%––Holders

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