Signature Wealth Management Partners, LLC GE GENERAL ELECTRIC CO

Ownership history in Signature Wealth Management Partners, LLC  ·  23 quarters on record

AI Ownership Summary

Signature Wealth Management Partners, LLC reported GENERAL ELECTRIC CO (GE) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.4% in 2026 Q2. The latest visible filing shows GE at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signature Wealth Management Partners, LLC's position in GENERAL ELECTRIC CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GE was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Signature Wealth Management Partners, LLC held GE — position size vs. price
% of Fund (quarterly)    GE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 2,320 +3 +0.1% 0.40% $867K 2026-07-29 $350.63
2026 Q1 ADDED 2,317 +2 +0.1% 0.33% $657K 2026-04-21 $286.37
2025 Q4 ADDED 2,315 +2 +0.1% 0.35% $713K 2026-02-02 $307.88
2025 Q3 REDUCED 2,313 -23 -1.0% 0.36% $696K 2025-10-23 $305.21
2025 Q2 REDUCED 13.2% +14.4% 2,336 -356 -13.2% 0.34% $601K 2025-07-22 $257.69
2025 Q1 REDUCED 2,692 -72 -2.6% 0.35% $539K 2025-05-08 $213.10
2024 Q4 ADDED 2,764 +3 +0.1% 0.32% $461K 2025-01-23 $199.12
2024 Q3 ADDED 2,761 +37 +1.4% 0.38% $521K 2024-10-25 $177.32
2024 Q2 ADDED 2,724 +129 +5.0% 0.33% $433K 2024-07-15 $157.74
2024 Q1 REDUCED 2,595 -86 -3.2% 0.37% $456K 2024-04-26 $160.22
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Signature Wealth Management Partners, LLC and GE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Signature Wealth Management Partners, LLC reported owning GE?

Signature Wealth Management Partners, LLC reported GE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GE position in Signature Wealth Management Partners, LLC's portfolio?

The largest reported portfolio weight for GE was 0.40% in 2026 Q2.

What is the latest reported GE position on this page?

The most recent filing on this page is 2026 Q2, when Signature Wealth Management Partners, LLC reported 2,320 shares, equal to 0.40% of portfolio, with an estimated market value of $867K.

What does the chart on this GE ownership page compare?

The chart compares Signature Wealth Management Partners, LLC's quarterly GE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Signature Wealth Management Partners, LLC time their GE position?

Based on 13F filing dates vs. subsequent GE price moves, Signature Wealth Management Partners, LLC correctly timed 11 out of 22 reported position changes (50%). The annualised alpha on GE relative to SPY over the holding period was +111.6%.

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