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Whelan Financial

SEC CIK
0001894921
Latest filing
Jul 24, 2026

GE holding history

General Electric Co in every 13F filed by Whelan Financial, 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)
1,047
Value
$391.4K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of GE by Whelan Financial, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,047$391.4K0.1%+76+7.8%AddedHolders
Q1 2026971$275.4K0.1%+54+5.9%AddedHolders
Q4 2025917$282.5K0.1%−61−6.2%ReducedHolders
Q3 2025978$294.1K0.1%+978NewHolders