Position in GE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$943,294
+$320,987 QoQ
Shares Held
2,524
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,765
of 3,430 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Obermeyer Wealth Partners holds $55,007,444 across 7 Aerospace & Defense names. GE ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
261,544 | $49,622,743 | |
| 2 | VOYG |
Voyager Technologies, Inc./TX
|
92,452 | $2,981,577 | |
| 3 | GE |
General Electric Co
This page
|
2,524 | $943,294 | |
| 4 | LMT |
Lockheed Martin Corp
|
859 | $437,626 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
1,921 | $424,156 | |
| 6 | GD |
General Dynamics Corp
|
980 | $347,155 | |
| 7 | VSEC |
Vse Corp
|
1,098 | $250,893 |
All Filings in GE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,294 | 2,524 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $622,307 | 2,193 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $561,538 | 1,823 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $541,175 | 1,799 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $643,989 | 2,502 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $499,974 | 2,498 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $290,714 | 1,743 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||