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Livermore
Livermore
ZHEN

Tempus Wealth Planning, LLC

SEC CIK
0001806428
Latest filing
Jul 22, 2026

GE holding history

General Electric Co in every 13F filed by Tempus Wealth Planning, 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)
87,866
Value
$32.8M
% of portfolio
6.4%
Quarters held
21
Since Q1 2021
Holdings of GE by Tempus Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,866$32.8M6.4%+320.0%AddedHolders
Q1 202687,834$24.9M5.7%−273−0.3%ReducedHolders
Q4 202588,107$27.1M6.2%−350−0.4%ReducedHolders
Q3 202588,457$26.6M6.1%+57+0.1%AddedHolders
Q2 202588,400$22.8M5.7%−52−0.1%ReducedHolders
Q1 202588,452$17.7M5.3%−88−0.1%ReducedHolders
Q4 202488,540$14.8M4.5%−2,758−3.0%ReducedHolders
Q3 202491,298$17.2M6.3%−54−0.1%ReducedHolders
Q2 202491,352$14.5M6.1%+388+0.4%AddedHolders
Q1 202490,964$16.0M7.0%−125−0.1%ReducedHolders
Q4 202391,089$11.6M5.1%−892−1.0%ReducedHolders
Q3 202391,981$10.2M5.1%−864−0.9%ReducedHolders
Q2 202392,845$10.2M4.6%+2,016+2.2%AddedHolders
Q1 202390,829$8.68M4.2%+114+0.1%AddedHolders
Q4 202290,715$7.60M4.6%−1,656−1.8%ReducedHolders
Q3 202292,371$5.72M3.8%+151+0.2%AddedHolders
Q2 202292,220$5.87M4.8%+92,220NewHolders
Q1 20220$00.0%−94,793−100.0%Sold outHolders
Q4 202194,793$8.96M4.8%−50−0.1%ReducedHolders
Q3 202194,843$9.77M5.5%+832+0.9%AddedConverted for a 1-for-8 splitHolders
Q2 2021752,087$10.1M6.7%+500+0.1%AddedHolders
Q1 2021751,587$9.87M10.4%––Holders

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