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Daner Wealth Management, LLC

SEC CIK
0001956649
Latest filing
Aug 14, 2026

GE holding history

General Electric Co in every 13F filed by Daner 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)
762
Value
$274.8K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of GE by Daner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026762$274.8K0.1%+16+2.1%AddedHolders
Q1 2026746$221.9K0.1%−353−32.1%ReducedHolders
Q4 20251,099$347.7K0.2%+79+7.7%AddedHolders
Q3 20251,020$306.1K0.2%+188+22.6%AddedHolders
Q2 2025832$232.7K0.2%–No prior filingHolders