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Livermore
Livermore
ZHEN

Forza Wealth Management, LLC

SEC CIK
0001963030
Latest filing
Jul 17, 2026

GE holding history

General Electric Co in every 13F filed by Forza 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)
2,395
Value
$895.1K
% of portfolio
0.3%
Quarters held
15
Since Q4 2022
Holdings of GE by Forza Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,395$895.1K0.3%00.0%UnchangedHolders
Q1 20262,395$679.6K0.2%00.0%UnchangedHolders
Q4 20252,395$737.7K0.3%00.0%UnchangedHolders
Q3 20252,395$720.5K0.3%00.0%UnchangedHolders
Q2 20252,395$616.4K0.3%00.0%UnchangedHolders
Q1 20252,395$479.4K0.2%+31+1.3%AddedHolders
Q4 20242,364$394.3K0.2%00.0%UnchangedHolders
Q3 20242,364$445.8K0.2%00.0%UnchangedHolders
Q2 20242,364$375.8K0.2%−885−27.2%ReducedHolders
Q1 20243,249$570.3K0.3%+187+6.1%AddedHolders
Q4 20233,062$390.8K0.2%−50−1.6%ReducedHolders
Q3 20233,112$344.0K0.2%00.0%UnchangedHolders
Q2 20233,112$341.9K0.2%00.0%UnchangedHolders
Q1 20233,112$297.5K0.2%00.0%UnchangedHolders
Q4 20223,112$260.8K0.2%–No prior filingHolders