BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in GE — General Electric Co
CIK 1352860
BLUE BELL, PA
Position in GE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$128,936
-$108,579 QoQ
Shares Held
345
-58.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,206
of 3,420 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,231,573 across 9 Aerospace & Defense names. GE ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSEC |
Vse Corp
|
1,978 | $451,973 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
1,534 | $262,099 | |
| 3 | RTX |
RTX Corp
|
1,114 | $211,359 | |
| 4 | GE |
General Electric Co
This page
|
345 | $128,936 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
205 | $59,570 | |
| 6 | BA |
Boeing Co
|
238 | $51,519 | |
| 7 | LMT |
Lockheed Martin Corp
|
81 | $41,266 | |
| 8 | BWXT |
BWX Technologies, Inc.
|
84 | $16,350 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,936 | 345 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $237,515 | 837 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $255,356 | 829 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $773,107 | 2,570 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $662,007 | 2,572 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $513,184 | 2,564 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $428,483 | 2,569 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $469,941 | 2,492 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $395,835 | 2,490 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $134,631 | 767 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $38,416 | 301 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $35,044 | 317 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $38,227 | 348 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $33,268 | 348 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $30,415 | 363 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $19,192 | 310 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,737 | 310 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $37,514 | 410 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $35,426 | 375 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||