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Equibles

J.W. COLE ADVISORS, INC.

Position in GE — General Electric Co

CIK 1404763 TAMPA, FL
Back to GE Full portfolio

Position in GE

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$19,705,661
+$8,067 QoQ
Shares Held
52,727
-17.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#434
of 3,437 holders
Holding Since
Jun 2020
24 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, 2026

J.W. COLE ADVISORS, INC. holds $98,187,945 across 25 Aerospace & Defense names. GE ranks #1 (20.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GE
General Electric Co
This page 		52,727 $19,705,661
2 LMT
Lockheed Martin Corp
 26,762 $13,634,168
3 RTX
RTX Corp
 70,249 $13,328,342
4 BA
Boeing Co
 52,338 $11,329,606
5 SPCX
Space Exploration Technologies Corp
 51,494 $8,798,264
6 GD
General Dynamics Corp
 13,160 $4,661,798
7 AXON
Axon Enterprise, Inc.
 7,477 $4,191,680
8 NOC
Northrop Grumman Corp /De/
 7,961 $4,054,616

All Filings in GE

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,705,661 52,727
2025-12-31 $19,697,594 63,947
2025-09-30 $20,170,883 67,053
2025-06-30 $16,433,321 63,846
2025-03-31 $9,169,672 45,814
2024-12-31 $2,370,252 14,211
2024-09-30 $2,053,824 10,891
2024-06-30 $1,703,363 10,715
2024-03-31 $2,217,997 12,636
2023-12-31 $1,448,217 11,347
2023-09-30 $1,226,551 11,095
2023-06-30 $1,072,685 9,765
2023-03-31 $881,527 9,221
2022-12-31 $734,168 8,762
2022-09-30 $571,924 9,238
2022-06-30 $624,475 9,808
2022-03-31 $892,398 9,753
2021-12-31 $885,089 9,369
2021-09-30 $957,457 9,293
2021-06-30 $981,974 72,955
2021-03-31 $818,511 62,339
2020-12-31 $666,382 61,702
2020-09-30 $1,914,886 307,365
2020-06-30 $358,205 52,446