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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

GE holding history

General Electric Co in every 13F filed by Regent Peak Wealth Advisors 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)
4,064
Value
$1.52M
% of portfolio
0.3%
Quarters held
20
Since Q1 2021
Holdings of GE by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,064$1.52M0.3%+21+0.5%AddedHolders
Q1 20264,043$1.15M0.2%+95+2.4%AddedHolders
Q4 20253,948$1.22M0.2%+25+0.6%AddedHolders
Q3 20253,923$1.18M0.2%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20253,816$763.8K0.2%−245−6.0%ReducedHolders
Q4 20244,061$677.3K0.2%+15+0.4%AddedHolders
Q3 20244,046$763.0K0.2%+29+0.7%AddedHolders
Q2 20244,017$638.6K0.2%+37+0.9%AddedHolders
Q1 20243,980$698.6K0.2%−45−1.1%ReducedHolders
Q4 20234,025$513.7K0.1%+108+2.8%AddedHolders
Q3 20233,917$433.0K0.1%+38+1.0%AddedHolders
Q2 20233,879$426.1K0.1%+266+7.4%AddedHolders
Q1 20233,613$345.4K0.1%+2+0.1%AddedHolders
Q4 20223,611$302.7K0.1%+252+7.5%AddedHolders
Q3 20223,359$207.0K0.1%+72+2.2%AddedHolders
Q2 20223,287$209.0K0.1%+245+8.1%AddedHolders
Q1 20223,042$278.0K0.1%+122+4.2%AddedHolders
Q4 20212,920$276.0K0.1%−41−1.4%ReducedHolders
Q3 20212,961$305.0K0.1%+2,961NewHolders
Q2 20210$00.0%−23,572−100.0%Sold outHolders
Q1 202123,572$309.0K0.1%––Holders

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