General Electric Company
MX ˙ BMV ˙ US3696043013
SecurityMX:GE / General Electric Company
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership11,399 shares
Latest Disclosed Value $ 3,234,821
EverSource Wealth Advisors, LLC reports 21.06% increase in ownership of GE / General Electric Company

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 11,399 shares of General Electric Company (MX:GE) valued at $3,234,821 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,416 shares of General Electric Company. This represents a change in shares of 21.06% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 GE AEROSPACE COM Stock 369604301 11,399 1,983 21.06 3,235 11.52 0.0150
2026-05-14 2026-03-31 13F GE AEROSPACE COM Stock 369604301 2,540 -6,876 471 0.0026
2026-02-06 2025-12-31 13F GE AEROSPACE COM Stock 369604301 9,416 553 6.24 2,901 8.78 0.1067
2025-11-10 2025-09-30 13F GE AEROSPACE COM Stock 369604301 8,863 98 1.12 2,666 18.17 0.1055
2025-08-13 2025-06-30 13F GE AEROSPACE COM Stock 369604301 8,765 -1,167 -11.75 2,256 13.54 0.1019
2025-05-13 2025-03-31 13F GE AEROSPACE COM Stock 369604301 9,932 2,024 25.59 1,988 50.76 0.1091
2025-02-10 2024-12-31 13F GE AEROSPACE COM Stock 369604301 7,908 1,898 31.58 1,319 16.33 0.0741
2024-11-08 2024-09-30 13F GE AEROSPACE COM Stock 369604301 6,010 651 12.15 1,133 24.23 0.0718
2024-08-13 2024-06-30 13F GE AEROSPACE COM Stock 369604301 5,359 371 7.44 912 13.01 0.0606
2024-06-11 2024-03-31 13F/A-1 GE AEROSPACE COM Stock 369604301 4,988 2,747 122.58 807 182.17 0.0634
2024-05-13 2024-03-31 13F GENERAL ELECTRIC CO COM Stock 369604301 2,241 0 286 0.0101
2024-02-09 2023-12-31 13F GENERAL ELECTRIC CO COM Stock 369604301 2,241 -83 -3.57 286 11.72 0.0262
2023-11-03 2023-09-30 13F GENERAL ELECTRIC CO COM Stock 369604301 2,324 -104 -4.28 257 -3.76 0.0272
2023-08-04 2023-06-30 13F GENERAL ELECTRIC CO COM Stock 369604301 2,428 291 13.62 267 30.39 0.0294
2023-05-11 2023-03-31 13F GENERAL ELECTRIC CO COM Stock 369604301 2,137 358 20.12 204 36.91 0.0254
2023-02-09 2022-12-31 13F GENERAL ELECTRIC CO COM Stock 369604301 1,779 112 6.72 149 44.66 0.0226
2022-11-07 2022-09-30 13F GENERAL ELECTRIC CO COM Stock 369604301 1,667 808 94.06 103 87.27 0.0236
2022-08-01 2022-06-30 13F GENERAL ELECTRIC CO COM Stock 369604301 859 191 28.59 55 -9.84 0.0142
2022-05-25 2022-03-31 13F GENERAL ELECTRIC CO COM Stock 369604301 668 42 6.71 61 3.39 0.0155
2022-02-17 2021-12-31 13F/A-1 GENERAL ELECTRIC CO COM Stock 369604301 626 626 59 0.0165
2022-02-07 2021-12-31 13F GENERAL ELECTRIC CO COM Stock 369604301 626 626 59 0.0165
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.