Question 1

How many shares of GE does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 59,822 shares of GE (GENERAL ELECTRIC CO COM STOCK).

Question 2

What is Waverly Advisors, LLC's GE position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's GE position is worth $22.4M.

Question 3

Is Waverly Advisors, LLC buying or selling GE?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their GE position (+3.8% change in shares).

Question 4

When did Waverly Advisors, LLC first buy GE?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in GE in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	59,822	+3.8%	$22.4M	0.1%	$373.26	35
2026-Q1	Increased	57,619	+2.3%	$16.4M	0.1%	$334.14	34
2025-Q4	Increased	56,339	+125.3%	$17.4M	0.1%	$311.79	55
2025-Q3	Increased	25,002	+13.0%	$7.5M	0.1%	$293.29	31
2025-Q2	Decreased	22,127	-3.6%	$5.7M	0.1%	$253.54	0
2025-Q1	Increased	22,956	+8.5%	$4.6M	0.1%	$199.12	29
2024-Q4	Increased	21,152	+111.7%	$3.5M	0.1%	$167.15	43
2024-Q3	Decreased	9,992	-9.0%	$1.9M	0.0%	$184.03	0

GEShowing 8 of 30 quarters

GE
Showing 8 of 30 quarters