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Octavia Wealth Advisors, LLC

SEC CIK
0001841259
Latest filing
Jul 14, 2026

GE holding history

General Electric Co in every 13F filed by Octavia 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)
2,452
Value
$916.3K
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of GE by Octavia Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,452$916.3K0.1%−127−4.9%ReducedHolders
Q1 20262,579$733.1K0.1%+172+7.1%AddedHolders
Q4 20252,407$742.3K0.1%−122−4.8%ReducedHolders
Q3 20252,529$761.7K0.1%+578+29.6%AddedHolders
Q2 20251,951$502.1K0.1%+196+11.2%AddedHolders
Q1 20251,755$351.9K<0.1%−321−15.5%ReducedHolders
Q4 20242,076$346.8K<0.1%−142−6.4%ReducedHolders
Q3 20242,218$418.8K0.1%−174−7.3%ReducedHolders
Q2 20242,392$380.3K0.1%+455+23.5%AddedHolders
Q1 20241,937$340.0K0.1%−911−32.0%ReducedHolders
Q4 20232,848$363.8K0.1%−229−7.4%ReducedHolders
Q3 20233,077$340.4K0.1%−546−15.1%ReducedHolders
Q2 20233,623$398.0K0.1%+3,623NewHolders
Q1 20220$00.0%−2,989−100.0%Sold outHolders
Q4 20212,989$283.0K0.1%+2,989NewHolders
Q3 20210$00.0%−2,033−100.0%Sold outConverted for a 1-for-8 splitHolders
Q2 202116,260$219.0K0.1%−253−1.5%ReducedHolders
Q1 202116,513$217.0K0.1%––Holders

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