GENERAL ELECTRIC · CUSIP 369604301 · CIK 1966297
As of 2026-06-30, BURR FINANCIAL SERVICES, LLC reported 955 GE (shares), valued at $356.91K, or 0.22% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 12.35%; reported value increased 47.97%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.22% | 955 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 0.19% | 850 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 0.20% | 1,279 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | Not reported | Not reported | — |
| Q3 2024 | 0.32% | 2,389 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 0.31% | 2,833 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 8.74% | 66,406 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 7.94% | 65,167 | SEC filing ↗Filed May 21, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 7.94% | 65,167 | $10.38M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 21, 2024 |
| Q1 2024 | 8.74% | 66,406 | $11.21M | Shares increased 1.90%; reported value increased 7.98%, and weight changed +0.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 0.31% | 2,833 | $450.36K | Shares decreased 95.73%; reported value decreased 95.98%, and weight changed -8.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 0.32% | 2,389 | $450.52K | Shares decreased 15.67%; reported value increased 0.03%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2025 | 0.20% | 1,279 | $255.99K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 0.19% | 850 | $241.21K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 0.22% | 955 | $356.91K | Shares increased 12.35%; reported value increased 47.97%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.