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Livermore
Livermore
ZHEN

Core Wealth Partners LLC

SEC CIK
0001965078
Latest filing
Jul 17, 2026

GE holding history

General Electric Co in every 13F filed by Core Wealth Partners 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)
2,178
Value
$813.8K
% of portfolio
0.3%
Quarters held
13
Since Q2 2023
Holdings of GE by Core Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,178$813.8K0.3%+110+5.3%AddedHolders
Q1 20262,068$586.7K0.3%+10.0%AddedHolders
Q4 20252,067$636.6K0.3%+10.0%AddedHolders
Q3 20252,066$621.6K0.3%00.0%UnchangedHolders
Q2 20252,066$531.9K0.3%00.0%UnchangedHolders
Q1 20252,066$413.6K0.2%00.0%UnchangedHolders
Q4 20242,066$344.6K0.2%00.0%UnchangedHolders
Q3 20242,066$389.7K0.2%+25+1.2%AddedHolders
Q2 20242,041$324.5K0.2%+125+6.5%AddedHolders
Q1 20241,916$336.3K0.3%−17−0.9%ReducedHolders
Q4 20231,933$246.7K0.2%00.0%UnchangedHolders
Q3 20231,933$213.7K0.2%−29−1.5%ReducedHolders
Q2 20231,962$215.5K0.2%+1,962NewHolders