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Wingate Wealth Advisors, Inc.

SEC CIK
0002041800
Latest filing
Jul 29, 2026

GE holding history

General Electric Co in every 13F filed by Wingate 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)
2,298
Value
$859.0K
% of portfolio
0.4%
Quarters held
6
Since Q4 2024
Holdings of GE by Wingate Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,298$859.0K0.4%00.0%UnchangedHolders
Q1 20262,298$652.2K0.3%−38−1.6%ReducedHolders
Q4 20252,336$719.7K0.4%+1,403+150.4%AddedHolders
Q3 2025933$280.8K0.2%+38+4.2%AddedHolders
Q2 2025895$230.4K0.2%+895NewHolders
Q1 20250$00.0%−895−100.0%Sold outHolders
Q4 2024895$149.3K0.1%–No prior filingHolders