Position in GE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,144,836
+$449,595 QoQ
Shares Held
5,739
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,220
of 3,418 holders
Holding Since
Mar 2024
10 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, 2026WHALEROCK POINT PARTNERS, LLC holds $17,463,933 across 5 Aerospace & Defense names. GE ranks #3 (12.3% of the industry book) .
All Filings in GE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,144,836 | 5,739 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,695,241 | 5,974 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,593,439 | 5,173 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,503,498 | 4,998 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,150,275 | 4,469 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $884,462 | 4,419 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $581,096 | 3,484 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $519,349 | 2,754 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $412,368 | 2,594 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,268 | 1,403 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||