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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

GE holding history

General Electric Co in every 13F filed by Consilium Wealth Advisory, 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)
8,939
Value
$3.34M
% of portfolio
1.0%
Quarters held
12
Since Q3 2023
Holdings of GE by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,939$3.34M1.0%−1,942−17.8%ReducedHolders
Q1 202610,881$3.09M1.1%+971+9.8%AddedHolders
Q4 20259,910$3.05M1.1%+95+1.0%AddedHolders
Q3 20259,815$2.95M1.1%−1,685−14.7%ReducedHolders
Q2 202511,500$2.96M1.2%+467+4.2%AddedHolders
Q1 202511,033$2.21M1.1%−277−2.4%ReducedHolders
Q4 202411,310$1.89M0.9%+30.0%AddedHolders
Q3 202411,307$2.13M1.2%+437+4.0%AddedHolders
Q2 202410,870$1.73M0.9%+250+2.4%AddedHolders
Q1 202410,620$1.86M1.0%+3,842+56.7%AddedHolders
Q4 20236,778$865.1K0.5%+1,727+34.2%AddedHolders
Q3 20235,051$558.4K0.4%+5,051NewHolders