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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

GE holding history

General Electric Co in every 13F filed by BKM 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)
9,900
Value
$3.70M
% of portfolio
1.3%
Quarters held
10
Since Q4 2023
Holdings of GE by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,900$3.70M1.3%−68−0.7%ReducedHolders
Q1 20269,968$2.83M1.0%+1,368+15.9%AddedHolders
Q4 20258,600$2.65M1.0%+249+3.0%AddedHolders
Q3 20258,351$2.51M0.9%+921+12.4%AddedHolders
Q2 20257,430$1.91M0.7%+4,609+163.4%AddedHolders
Q1 20252,821$564.6K0.2%+72+2.6%AddedHolders
Q4 20242,749$458.5K0.2%00.0%UnchangedHolders
Q3 20242,749$518.4K0.2%+2,749NewHolders
Q2 20240$00.0%−2,821−100.0%Sold outHolders
Q1 20242,821$495.2K0.2%+72+2.6%AddedHolders
Q4 20232,749$350.9K0.1%–No prior filingHolders