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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

GE holding history

General Electric Co in every 13F filed by Naviter 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 Q2 2026 holdings

Shares (Q2 2026)
12,760
Value
$4.77M
% of portfolio
0.4%
Quarters held
15
Since Q2 2022
Holdings of GE by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,760$4.77M0.4%+1,877+17.2%AddedHolders
Q1 202610,883$3.09M0.4%+230+2.2%AddedHolders
Q4 202510,653$3.29M0.4%−976−8.4%ReducedHolders
Q3 202511,629$3.50M0.4%+473+4.2%AddedHolders
Q2 202511,156$2.87M0.4%−456−3.9%ReducedHolders
Q1 202511,612$2.33M0.3%+337+3.0%AddedHolders
Q4 202411,275$1.88M0.2%+10,147+899.6%AddedHolders
Q3 20241,128$213.0K<0.1%+1,128NewHolders
Q1 20240$00.0%−9,872−100.0%Sold outHolders
Q4 20239,872$1.26M0.3%+1,280+14.9%AddedHolders
Q3 20238,592$950.5K0.2%−54−0.6%ReducedHolders
Q2 20238,646$949.8K0.2%+890+11.5%AddedHolders
Q1 20237,756$742.1K0.3%+257+3.4%AddedHolders
Q4 20227,499$605.7K0.2%+557+8.0%AddedHolders
Q3 20226,942$430.0K0.2%+566+8.9%AddedHolders
Q2 20226,376$406.0K0.2%+6,376NewHolders