Position in GE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$34,896,665
+$8,229,947 QoQ
Shares Held
93,374
-0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#351
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $170,741,421 across 22 Aerospace & Defense names. GE ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
208,766 | $39,609,173 | |
| 2 | GE |
General Electric Co
This page
|
93,374 | $34,896,665 | |
| 3 | GD |
General Dynamics Corp
|
86,894 | $30,781,330 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
86,000 | $19,012,880 | |
| 5 | BA |
Boeing Co
|
50,907 | $11,019,838 | |
| 6 | HEI |
Heico Corp
|
16,917 | $5,911,071 | |
| 7 | LMT |
Lockheed Martin Corp
|
9,222 | $4,698,240 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
16,270 | $4,374,352 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,896,665 | 93,374 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $26,666,718 | 93,973 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,679,883 | 89,861 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $25,393,118 | 84,413 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,123,623 | 43,217 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,356,462 | 41,751 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,745,154 | 40,441 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,847,796 | 46,918 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,639,144 | 48,054 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,718,230 | 43,971 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,855,662 | 45,880 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,727,743 | 33,720 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,356,871 | 39,662 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,804,593 | 39,797 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $3,623,834 | 43,249 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,953,356 | 47,704 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,932,706 | 61,767 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,541,418 | 60,562 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,786,287 | 61,250 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,347,572 | 61,609 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,476,079 | 555,429 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,080,839 | 539,287 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,395,570 | 592,182 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $3,572,336 | 573,408 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,304,137 | 630,182 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,974,829 | 752,498 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||