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Dopkins Wealth Management, LLC

SEC CIK
0001904152
Latest filing
Jul 14, 2026

GE holding history

General Electric Co in every 13F filed by Dopkins Wealth Management, 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)
1,917
Value
$716.4K
% of portfolio
0.3%
Quarters held
11
Since Q3 2023
Holdings of GE by Dopkins Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,917$716.4K0.3%−653−25.4%ReducedHolders
Q1 20262,570$729.3K0.3%+653+34.1%AddedHolders
Q4 20251,917$590.5K0.2%00.0%UnchangedHolders
Q3 20251,917$576.7K0.2%00.0%UnchangedHolders
Q2 20251,917$493.4K0.2%−771−28.7%ReducedHolders
Q1 20252,688$538.0K0.3%+128+5.0%AddedHolders
Q4 20242,560$427.0K0.2%+1,185+86.2%AddedHolders
Q3 20241,375$259.3K0.2%−666−32.6%ReducedHolders
Q2 20242,041$324.5K0.2%+122+6.4%AddedHolders
Q1 20241,919$336.8K0.2%+1,919NewHolders
Q4 20230$00.0%−1,919−100.0%Sold outHolders
Q3 20231,919$212.1K0.2%+1,919NewHolders