Position in GE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,987,223
+$1,005,658 QoQ
Shares Held
7,993
+14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,054
of 3,418 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $25,721,170 across 14 Aerospace & Defense names. GE ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
43,799 | $8,309,984 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,716 | $3,421,533 | |
| 3 | GE |
General Electric Co
This page
|
7,993 | $2,987,223 | |
| 4 | GD |
General Dynamics Corp
|
7,941 | $2,813,019 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
8,870 | $1,958,496 | |
| 6 | BA |
Boeing Co
|
7,644 | $1,654,696 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
8,185 | $1,398,489 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,670 | $936,218 |
All Filings in GE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,987,223 | 7,993 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,981,565 | 6,983 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $998,941 | 3,243 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $968,038 | 3,218 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $741,797 | 2,882 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $567,024 | 2,833 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $426,315 | 2,556 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $441,465 | 2,341 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $346,713 | 2,181 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $279,092 | 1,590 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $200,506 | 1,571 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $223,310 | 2,020 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $242,329 | 2,206 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $223,895 | 2,342 | Shares | Sole | 2023-05-08 | |
| 2021-12-31 | $310,428 | 3,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $400,477 | 3,887 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $372,155 | 27,649 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $360,024 | 27,420 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $310,003 | 28,704 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $298,305 | 47,882 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $243,632 | 35,671 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $357,458 | 45,020 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||