Position in GE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,944,821
+$1,321,079 QoQ
Shares Held
13,231
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#823
of 3,420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $15,304,430 across 8 Aerospace & Defense names. GE ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
30,277 | $5,744,455 | |
| 2 | GE |
General Electric Co
This page
|
13,231 | $4,944,821 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
3,456 | $1,004,279 | |
| 4 | BA |
Boeing Co
|
4,088 | $884,929 | |
| 5 | GD |
General Dynamics Corp
|
2,473 | $876,035 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,390 | $708,149 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
3,753 | $641,237 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,264 | $500,525 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,944,821 | 13,231 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,623,742 | 12,770 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,938,779 | 12,787 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,773,786 | 12,545 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,228,700 | 12,544 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,417,611 | 12,079 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,666,565 | 9,992 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,883,159 | 9,986 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,867,579 | 11,748 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,630,498 | 9,289 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,140,628 | 8,937 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $980,688 | 8,871 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $911,864 | 8,301 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $862,312 | 9,020 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $774,303 | 9,241 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $743,601 | 12,011 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $790,781 | 12,420 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $715,071 | 7,815 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $710,792 | 7,524 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $774,270 | 7,515 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $765,174 | 56,848 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $802,873 | 61,148 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,340,389 | 124,110 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $749,351 | 120,281 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $797,463 | 116,759 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $937,506 | 118,074 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||