Position in GE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,068,253
+$1,151,087 QoQ
Shares Held
16,237
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#202
of 1,451 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 21%
Shared 78%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $46,172,228 across 31 Aerospace & Defense names. GE ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
42,003 | $14,879,142 | |
| 2 | GE |
General Electric Co
This page
|
16,237 | $6,068,253 | |
| 3 | RTX |
RTX Corp
|
21,309 | $4,042,956 | |
| 4 | CW |
Curtiss Wright Corp
|
2,365 | $1,792,101 | |
| 5 | BA |
Boeing Co
|
8,086 | $1,750,375 | |
| 6 | LMT |
Lockheed Martin Corp
|
3,160 | $1,609,892 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
5,209 | $1,400,491 | |
| 8 | TDG |
TransDigm Group INC
|
1,032 | $1,374,665 |
All Filings in GE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,068,253 | 16,237 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,917,166 | 17,328 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,917,698 | 15,965 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,778,674 | 9,237 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,035,954 | 7,910 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,522,139 | 7,605 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,171,699 | 7,025 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,292,338 | 6,853 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,054,924 | 6,636 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,142,173 | 6,507 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $764,120 | 5,987 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $706,081 | 6,387 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $654,155 | 5,955 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $533,830 | 5,584 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $414,760 | 4,950 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $316,112 | 5,106 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $342,544 | 5,380 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $516,974 | 5,650 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $499,651 | 5,289 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $552,755 | 5,365 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||