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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

GE holding history

General Electric Co in every 13F filed by Amplius 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)
1,015
Value
$379.2K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2021
Holdings of GE by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,015$379.2K<0.1%+46+4.7%AddedHolders
Q1 2026969$274.9K<0.1%−58−5.6%ReducedHolders
Q4 20251,027$316.4K<0.1%+49+5.0%AddedHolders
Q3 2025978$294.1K<0.1%−625−39.0%ReducedHolders
Q2 20251,603$412.6K<0.1%+448+38.8%AddedHolders
Q1 20251,155$231.2K<0.1%+1,155NewHolders
Q4 20240$00.0%−1,112−100.0%Sold outHolders
Q3 20241,112$209.7K<0.1%+1,112NewHolders
Q3 20230$00.0%−2,048−100.0%Sold outHolders
Q2 20232,048$225.0K<0.1%+2,048NewHolders
Q2 20220$00.0%−2,372−100.0%Sold outHolders
Q1 20222,372$217.0K<0.1%−19−0.8%ReducedHolders
Q4 20212,391$225.0K<0.1%–No prior filingHolders