Position in GE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,428,497
+$784,050 QoQ
Shares Held
6,498
+12.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,143
of 3,412 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Mar 31, 2020CallValue
$1,597,998
CallShares
170,541
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $20,002,960 across 12 Aerospace & Defense names. GE ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
16,786 | $8,551,795 | |
| 2 | SPCE |
Virgin Galactic Holdings, Inc
|
867,718 | $2,507,705 | |
| 3 | GE |
General Electric Co
This page
|
6,498 | $2,428,497 | |
| 4 | RTX |
RTX Corp
|
9,364 | $1,776,631 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,182 | $855,512 | |
| 6 | BA |
Boeing Co
|
3,923 | $849,211 | |
| 7 | GD |
General Dynamics Corp
|
2,180 | $772,243 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,490 | $596,301 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,428,497 | 6,498 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,644,447 | 5,795 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $655,487 | 2,128 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $642,250 | 2,135 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $551,329 | 2,142 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $328,646 | 1,642 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $222,497 | 1,334 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $355,850 | 1,887 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $335,744 | 2,112 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $381,426 | 2,173 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $354,811 | 2,780 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $310,755 | 2,811 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $344,709 | 3,138 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $289,763 | 3,031 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $261,005 | 3,115 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $219,470 | 3,447 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $310,733 | 3,396 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $353,979 | 3,747 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $374,307 | 3,633 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $380,568 | 28,274 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $307,701 | 23,435 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $245,494 | 22,731 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $163,076 | 26,176 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $193,958 | 28,398 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,597,998 | 850,000 | Call | Sole | 2020-04-27 | |
| 2020-03-31 | $234,364 | 29,517 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||