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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

GE holding history

General Electric Co in every 13F filed by Rooted Wealth Advisors, 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)
2,212
Value
$826.7K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of GE by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,212$826.7K0.2%+108+5.1%AddedHolders
Q1 20262,104$638.8K0.2%+1,332+172.5%AddedHolders
Q4 2025772$238.0K0.1%+51+7.1%AddedHolders
Q3 2025721$214.1K0.1%+721NewHolders