Baker Avenue Asset Management, LP

Position in GE — General Electric Co

CIK 1432529 SAN FRANCISCO, CA

Position in GE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$37,946,675

+$10,088,691 QoQ

Shares Held

101,535

+3.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#341

of 3,420 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Industrials · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $50,157,775 across 16 Aerospace & Defense names. GE ranks #1 (75.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	101,535	$37,946,675
2	RTX	RTX Corp	11,681	$2,216,236
3	SPCX	Space Exploration Technologies Corp	9,121	$1,558,414
4	CW	Curtiss Wright Corp	1,512	$1,145,733
5	LMT	Lockheed Martin Corp	2,141	$1,090,753
6	GD	General Dynamics Corp	3,077	$1,089,996
7	BA	Boeing Co	4,785	$1,035,808
8	HWM	Howmet Aerospace Inc.	2,889	$776,736

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,946,675	101,535	+3.4%	Shares	Sole	2026-07-28
2026-03-31	$27,857,984	98,171	+5.2%	Shares	Sole	2026-05-12
2025-12-31	$28,741,971	93,309	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$28,031,310	93,183	-3.2%	Shares	Sole	2025-10-31
2025-06-30	$24,779,964	96,274	-5.7%	Shares	Sole	2025-08-13
2025-03-31	$20,440,318	102,125	-2.1%	Shares	Sole	2025-05-08
2024-12-31	$17,397,698	104,309	+1.8%	Shares	Sole	2025-02-14
2024-09-30	$19,314,552	102,421	-9.0%	Shares	Sole	2024-11-04
2024-06-30	$17,898,114	112,588	-5.1%	Shares	Sole	2024-08-08
2024-03-31	$20,818,561	118,604	-1.6%	Shares	Sole	2024-05-13
2023-12-31	$15,389,875	120,582	+3.5%	Shares	Sole	2024-02-15
2023-09-30	$12,883,821	116,543	-6.3%	Shares	Sole	2023-11-15
2023-06-30	$13,666,659	124,412	-3.0%	Shares	Sole	2023-08-14
2023-03-31	$12,259,554	128,238	-2.3%	Shares	Sole	2023-05-16
2022-12-31	$10,995,095	131,222	-1.6%	Shares	Sole	2023-02-14
2022-09-30	$8,256,880	133,369	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$8,326,638	130,778	-7.7%	Shares	Sole	2022-08-03
2022-03-31	$12,969,200	141,740	+17.3%	Shares	Sole	2022-05-16
2021-12-31	$11,417,454	120,858	+4.0%	Shares	Sole	2022-02-11
2021-09-30	$11,974,347	116,222	-87.0%	Shares	Sole	2021-11-15
2021-06-30	$12,078,487	897,361	+4.7%	Shares	Sole	2021-08-16
2021-03-31	$11,251,085	856,899	-22.6%	Shares	Sole	2021-05-17
2020-12-31	$11,956,614	1,107,093	-13.3%	Shares	Sole	2021-02-17
2020-09-30	$7,954,418	1,276,791	+54.8%	Shares	Sole	2020-11-16
2020-06-30	$5,631,854	824,577	+815.1%	Shares	Sole	2020-08-12
2020-03-31	$715,472	90,110	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.