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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

GE holding history

General Electric Co in every 13F filed by Consilio 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)
1,317
Value
$492.4K
% of portfolio
0.1%
Quarters held
9
Since Q1 2024
Holdings of GE by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,317$492.4K0.1%−25−1.9%ReducedHolders
Q1 20261,342$380.9K0.1%+24+1.8%AddedHolders
Q4 20251,318$406.1K0.1%−62−4.5%ReducedHolders
Q3 20251,380$415.2K0.1%+35+2.6%AddedHolders
Q2 20251,345$342.4K0.1%+67+5.2%AddedHolders
Q1 20251,278$255.8K0.1%+71+5.9%AddedHolders
Q4 20241,207$201.3K0.1%−192−13.7%ReducedHolders
Q3 20241,399$263.8K0.1%+1,399NewHolders
Q2 20240$00.0%−1,211−100.0%Sold outHolders
Q1 20241,211$212.6K0.1%+1,211NewHolders