OXFORD FINANCIAL GROUP, LTD. LLC

Position in GE — General Electric Co

CIK 1245862 INDIANAPOLIS, IN

Position in GE

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,342,811

+$95,926 QoQ

Shares Held

3,593

-18.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,500

of 3,418 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,821,697 across 6 Aerospace & Defense names. GE ranks #1 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	3,593	$1,342,811
2	BA	Boeing Co	5,982	$1,294,923
3	RTX	RTX Corp	4,468	$847,713
4	LMT	Lockheed Martin Corp	1,131	$576,199
5	GD	General Dynamics Corp	1,426	$505,146
6	HONA	Honeywell Aerospace Inc.	1,153	$254,905

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,342,811	3,593	-18.2%	Shares	Sole	2026-08-11
2026-03-31	$1,246,885	4,394	+8.5%	Shares	Sole	2026-05-06
2025-12-31	$1,246,905	4,048	+2.0%	Shares	Sole	2026-02-13
2025-09-30	$1,193,954	3,969	+4.7%	Shares	Sole	2025-11-13
2025-06-30	$976,022	3,792	+1.4%	Shares	Sole	2025-08-14
2025-03-31	$748,360	3,739	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$607,782	3,644	-3.7%	Shares	Sole	2025-02-11
2024-09-30	$713,586	3,784	-4.6%	Shares	Sole	2024-11-12
2024-06-30	$630,475	3,966	+2.7%	Shares	Sole	2024-08-14
2024-03-31	$677,896	3,862	+15.0%	Shares	Sole	2024-05-13
2023-12-31	$428,581	3,358	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$370,673	3,353	-4.5%	Shares	Sole	2023-11-13
2023-06-30	$385,573	3,510	+35.3%	Shares	Sole	2023-08-10
2023-03-31	$247,986	2,594	-12.2%	Shares	Sole	2023-05-12
2022-12-31	$247,515	2,954	+4.6%	Shares	Sole	2023-02-14
2022-03-31	$258,487	2,825	0.0%	Shares	Sole	2022-05-13
2021-12-31	$266,877	2,825	+1.0%	Shares	Sole	2022-02-10
2021-09-30	$288,071	2,796	-88.0%	Shares	Sole	2021-11-12
2021-06-30	$312,649	23,228	+4.5%	Shares	Sole	2021-08-03
2021-03-31	$291,853	22,228	-1.8%	Shares	Sole	2021-05-10
2020-12-31	$244,414	22,631	+1.8%	Shares	Sole	2021-02-10
2020-09-30	$138,480	22,228	0.0%	Shares	Sole	2020-11-12
2020-06-30	$151,817	22,228	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.