Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,403,185
+$992,844 QoQ
Shares Held
9,106
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,001
of 3,420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $9,807,646 across 8 Aerospace & Defense names. GE ranks #1 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
9,106 | $3,403,185 | |
| 2 | RTX |
RTX Corp
|
13,297 | $2,522,839 | |
| 3 | BA |
Boeing Co
|
4,961 | $1,073,906 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,568 | $798,833 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,846 | $629,192 | |
| 6 | BETA |
BETA Technologies, Inc.
|
35,650 | $597,137 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,040 | $529,682 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,480 | $252,872 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,403,185 | 9,106 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,410,341 | 8,494 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,120,169 | 6,883 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,848,839 | 6,146 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $1,596,075 | 6,201 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $403,902 | 2,018 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $425,981 | 2,554 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $537,263 | 2,849 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $526,189 | 3,310 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $532,557 | 3,034 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $369,743 | 2,897 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $757,929 | 6,856 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $482,900 | 4,396 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $410,314 | 4,292 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $350,074 | 4,178 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $240,706 | 3,888 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,650 | 3,921 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $336,353 | 3,676 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $374,290 | 3,962 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $887,911 | 8,618 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $457,074 | 33,958 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $417,573 | 31,803 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $329,184 | 30,480 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $177,243 | 28,450 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $207,324 | 30,355 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $446,576 | 56,244 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||