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Core Wealth Management, Inc.

SEC CIK
0001965150
Latest filing
Jul 29, 2026

GE holding history

General Electric Co in every 13F filed by Core Wealth Management, 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)
755
Value
$282.2K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of GE by Core Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026755$282.2K0.1%+1+0.1%AddedHolders
Q1 2026754$214.0K0.1%+44+6.2%AddedHolders
Q4 2025710$218.7K0.1%−51−6.7%ReducedHolders
Q3 2025761$228.9K0.1%+761NewHolders