Skip to main content

North Berkeley Wealth Management, LLC

SEC CIK
0002062383
Latest filing
Jul 28, 2026

GE holding history

General Electric Co in every 13F filed by North Berkeley 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)
1,944
Value
$726.5K
% of portfolio
0.3%
Quarters held
7
Since Q4 2024
Holdings of GE by North Berkeley Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,944$726.5K0.3%−65−3.2%ReducedHolders
Q1 20262,009$570.1K0.3%+75+3.9%AddedHolders
Q4 20251,934$595.7K0.4%+4+0.2%AddedHolders
Q3 20251,930$580.6K0.5%00.0%UnchangedHolders
Q2 20251,930$496.8K0.5%−1,617−45.6%ReducedHolders
Q1 20253,547$709.9K0.7%00.0%UnchangedHolders
Q4 20243,547$591.6K0.6%–No prior filingHolders