Position in GE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,865,489
+$915,417 QoQ
Shares Held
10,343
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#936
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, 2026Valmark Advisers, Inc. holds $15,408,836 across 10 Aerospace & Defense names. GE ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
10,343 | $3,865,489 | |
| 2 | RTX |
RTX Corp
|
13,209 | $2,506,143 | |
| 3 | GD |
General Dynamics Corp
|
7,063 | $2,501,997 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,556 | $1,811,639 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
5,239 | $1,522,401 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
3,124 | $839,918 | |
| 7 | BA |
Boeing Co
|
3,204 | $693,569 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,849 | $629,856 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,865,489 | 10,343 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,950,072 | 10,396 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,183,182 | 10,334 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,133,641 | 10,417 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,412,259 | 9,372 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,804,552 | 9,016 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,576,832 | 9,454 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,759,262 | 9,329 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,114,697 | 7,012 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,214,843 | 6,921 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $875,413 | 6,859 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $580,166 | 5,248 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $544,416 | 4,956 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $474,176 | 4,960 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $357,783 | 4,270 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $215,694 | 3,484 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $216,541 | 3,401 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $347,882 | 3,802 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $348,783 | 3,692 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $302,908 | 2,940 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $333,162 | 24,752 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $350,610 | 26,703 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $308,135 | 28,531 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $175,972 | 28,246 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $193,275 | 28,298 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $221,676 | 27,919 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||