Position in GE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,157,644
+$750,707 QoQ
Shares Held
8,449
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#99
of 558 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $21,519,817 across 15 Aerospace & Defense names. GE ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
34,930 | $7,561,297 | |
| 2 | RTX |
RTX Corp
|
21,553 | $4,089,250 | |
| 3 | GE |
General Electric Co
This page
|
8,449 | $3,157,644 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,307 | $1,251,571 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,844 | $939,444 | |
| 6 | GD |
General Dynamics Corp
|
2,486 | $880,640 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,509 | $768,548 | |
| 8 | TDG |
TransDigm Group INC
|
485 | $646,039 |
All Filings in GE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,157,644 | 8,449 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,406,937 | 8,482 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,893,325 | 9,393 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,886,969 | 9,597 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,642,880 | 10,268 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,335,727 | 14,004 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,895,119 | 20,655 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,093,874 | 19,462 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,844,202 | 20,303 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,821,553 | 17,883 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,791,297 | 20,303 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,589,625 | 18,132 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,462,687 | 19,171 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $999,209 | 19,141 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $621,880 | 16,123 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $632,537 | 15,946 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,066,753 | 18,713 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,217,385 | 20,684 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,260,166 | 19,632 | Shares | Other | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||