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Quantum Financial Advisors, LLC

SEC CIK
0001929139
Latest filing
Jul 8, 2026

GE holding history

General Electric Co in every 13F filed by Quantum Financial 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)
1,520
Value
$568.0K
% of portfolio
0.1%
Quarters held
8
Since Q1 2024
Holdings of GE by Quantum Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,520$568.0K0.1%−79−4.9%ReducedHolders
Q1 20261,599$453.7K0.1%+113+7.6%AddedHolders
Q4 20251,486$457.7K0.1%+2+0.1%AddedHolders
Q3 20251,484$446.4K0.1%00.0%UnchangedHolders
Q2 20251,484$382.0K0.1%00.0%UnchangedHolders
Q1 20251,484$297.0K<0.1%+1,484NewHolders
Q4 20240$00.0%−1,101−100.0%Sold outHolders
Q3 20241,101$207.6K<0.1%+1,101NewHolders
Q2 20240$00.0%−1,176−100.0%Sold outHolders
Q1 20241,176$206.4K<0.1%+1,176NewHolders