Position in GE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,699,211
+$1,508,769 QoQ
Shares Held
20,601
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#678
of 3,420 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026D L CARLSON INVESTMENT GROUP INC holds $20,115,322 across 4 Aerospace & Defense names. GE ranks #2 (38.3% of the industry book) .
All Filings in GE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,699,211 | 20,601 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,190,442 | 21,815 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,434,573 | 17,643 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,359,409 | 17,816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,256,715 | 16,538 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,158,465 | 25,773 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,559,538 | 27,337 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,323,801 | 28,231 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,491,697 | 28,255 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,194,454 | 35,290 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,613,312 | 36,146 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $5,194,741 | 46,990 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,126,919 | 46,672 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,324,299 | 34,773 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||