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Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

GE holding history

General Electric Co in every 13F filed by Confluence Wealth Services, Inc., 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)
15,736
Value
$5.88M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of GE by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,736$5.88M0.2%+5,784+58.1%AddedHolders
Q1 20269,952$2.82M0.1%+1,580+18.9%AddedHolders
Q4 20258,372$2.58M0.1%−719−7.9%ReducedHolders
Q3 20259,091$2.73M0.1%−60−0.7%ReducedHolders
Q2 20259,151$2.36M0.1%+460+5.3%AddedHolders
Q1 20258,691$1.68M0.1%+272+3.2%AddedHolders
Q4 20248,419$1.69M0.1%−142−1.7%ReducedHolders
Q3 20248,561$1.61M0.1%−999−10.4%ReducedHolders
Q2 20249,560$1.52M0.1%+2,674+38.8%AddedHolders
Q1 20246,886$1.21M0.1%+913+15.3%AddedHolders
Q4 20235,973$762.3K0.1%−374−5.9%ReducedHolders
Q3 20236,347$701.7K0.1%−1,448−18.6%ReducedHolders
Q2 20237,795$856.3K0.2%+1,370+21.3%AddedHolders
Q1 20236,425$614.2K0.1%+238+3.8%AddedHolders
Q4 20226,187$518.4K0.1%−1,069−14.7%ReducedHolders
Q3 20227,256$449.0K0.2%−2,683−27.0%ReducedHolders
Q2 20229,939$784.0K0.3%+241+2.5%AddedHolders
Q1 20229,698$887.0K0.3%−480−4.7%ReducedHolders
Q4 202110,178$961.0K0.3%–No prior filingHolders