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Mittelman Wealth Management

SEC CIK
0002021464
Latest filing
Aug 6, 2026

GE holding history

General Electric Co in every 13F filed by Mittelman Wealth Management, 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)
829
Value
$336.7K
% of portfolio
0.2%
Quarters held
7
Since Q1 2024
Holdings of GE by Mittelman Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026829$336.7K0.2%−534−39.2%ReducedHolders
Q1 20261,363$386.8K0.2%−287−17.4%ReducedHolders
Q4 20251,650$508.2K0.3%+1,650NewHolders
Q2 20250$00.0%−1,010−100.0%Sold outHolders
Q1 20251,010$202.2K0.2%+1,010NewHolders
Q4 20240$00.0%−1,268−100.0%Sold outHolders
Q3 20241,268$239.1K0.1%−1,593−55.7%ReducedHolders
Q2 20242,861$454.8K0.3%+1,494+109.3%AddedHolders
Q1 20241,367$239.9K0.2%–No prior filingHolders