Position in GE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$16,495,694
+$3,504,136 QoQ
Shares Held
44,138
-3.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#457
of 3,418 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Welch & Forbes LLC holds $269,779,346 across 12 Aerospace & Defense names. GE ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,069,878 | $202,987,952 | |
| 2 | LHX |
L3harris Technologies, Inc. /De/
|
139,101 | $40,421,359 | |
| 3 | GE |
General Electric Co
This page
|
44,138 | $16,495,694 | |
| 4 | LMT |
Lockheed Martin Corp
|
8,031 | $4,091,473 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
2,968 | $1,511,632 | |
| 6 | GD |
General Dynamics Corp
|
4,121 | $1,459,823 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
4,815 | $1,063,152 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
2,757 | $741,247 |
All Filings in GE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,495,694 | 44,138 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $12,991,558 | 45,782 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $13,948,522 | 45,283 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,925,559 | 46,292 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,099,646 | 47,009 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,682,456 | 48,376 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,758,403 | 46,516 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,596,607 | 45,586 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,704,322 | 48,464 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,605,534 | 49,026 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,858,597 | 45,903 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,117,356 | 46,290 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,075,070 | 46,200 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,453,431 | 46,584 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,977,009 | 47,464 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,952,489 | 47,690 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,975,809 | 46,738 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $4,958,634 | 52,489 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $5,710,125 | 55,422 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,060,274 | 450,243 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $5,986,755 | 455,960 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,092,625 | 471,539 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,002,577 | 481,954 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,467,920 | 507,749 | Shares | Other | 2020-07-15 | |
| 2020-03-31 | $4,230,316 | 532,786 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||