Position in GE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$524,722,899
+$92,879,160 QoQ
Shares Held
1,404,016
-7.7% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#69
of 3,365 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Jun 30, 2025CallValue
$257,390
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LPL Financial LLC holds $3,277,177,914 across 69 Aerospace & Defense names. GE ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
2,846,848 | $540,132,471 | |
| 2 | GE |
General Electric Co
This page
|
1,404,016 | $524,722,899 | |
| 3 | LMT |
Lockheed Martin Corp
|
765,707 | $390,097,088 | |
| 4 | BA |
Boeing Co
|
1,406,306 | $304,423,059 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,749,218 | $298,871,387 | |
| 6 | GD |
General Dynamics Corp
|
630,777 | $223,446,444 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
334,251 | $170,237,376 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
592,336 | $130,953,642 |
All Filings in GE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,722,899 | 1,404,016 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $431,843,739 | 1,521,809 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $451,712,749 | 1,466,457 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $389,773,075 | 1,295,702 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $291,643,718 | 1,133,081 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $257,390 | 1,000 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $209,945,941 | 1,048,943 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $153,170,595 | 918,344 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $158,826,413 | 842,223 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $127,133,555 | 799,733 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $111,641,125 | 636,023 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $65,026,057 | 509,489 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $54,281,897 | 491,017 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $52,540,270 | 478,291 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $39,586,532 | 414,085 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $33,345,582 | 397,966 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $25,870,596 | 417,874 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,176,972 | 364,017 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $32,767,673 | 346,858 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $38,618,306 | 374,826 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $37,972,394 | 2,821,127 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $35,292,932 | 2,687,961 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $170,690 | 13,000 | Put | Sole | 2021-05-14 | |
| 2020-12-31 | $26,839,976 | 2,485,181 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,547,021 | 2,174,479 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $14,815,911 | 2,169,243 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $17,484,231 | 2,202,046 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||