Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$661,502
+$159,230 QoQ
Shares Held
1,770
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,048
of 3,420 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026WBH ADVISORY INC holds $5,275,986 across 8 Aerospace & Defense names. GE ranks #5 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
6,374 | $1,209,339 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,754 | $893,329 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
3,114 | $688,443 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,350 | $687,771 | |
| 5 | GE |
General Electric Co
This page
|
1,770 | $661,502 | |
| 6 | GD |
General Dynamics Corp
|
1,231 | $436,069 | |
| 7 | BA |
Boeing Co
|
1,973 | $427,095 | |
| 8 | TXT |
Textron Inc
|
2,970 | $272,438 |
All Filings in GE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,502 | 1,770 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $502,272 | 1,770 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $518,106 | 1,682 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $505,979 | 1,682 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $428,296 | 1,664 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $342,456 | 1,711 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $285,878 | 1,714 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $328,129 | 1,740 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $242,429 | 1,525 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $269,789 | 1,537 | Shares | Sole | 2024-04-16 | |
| 2022-06-30 | $210,429 | 3,305 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $314,119 | 3,433 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $339,808 | 3,597 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $421,701 | 4,093 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $444,287 | 33,008 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $514,197 | 39,162 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $426,427 | 39,484 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $263,354 | 42,272 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $314,391 | 46,031 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $308,667 | 38,875 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||