Evercore Wealth Management, LLC

Position in GE — General Electric Co

CIK 1482689 New York, NY

Position in GE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,030,303

+$1,115,419 QoQ

Shares Held

10,784

+5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#912

of 3,418 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 1% None 1%

Industrials · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $28,475,097 across 14 Aerospace & Defense names. GE ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	55,024	$10,439,703
2	GE	General Electric Co This page	10,784	$4,030,303
3	BA	Boeing Co	10,955	$2,371,428
4	LMT	Lockheed Martin Corp	4,521	$2,303,267
5	VOYG	Voyager Technologies, Inc./TX	63,672	$2,053,422
6	HONA	Honeywell Aerospace Inc.	8,295	$1,833,858
7	LHX	L3harris Technologies, Inc. /De/	4,357	$1,266,099
8	GD	General Dynamics Corp	3,200	$1,133,568

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,030,303	10,784	+5.0%	Shares	Sole	2026-08-14
2026-03-31	$2,914,884	10,272	-0.4%	Shares	Defined	2026-05-15
2025-12-31	$3,175,788	10,310	-1.7%	Shares	Defined	2026-02-17
2025-09-30	$3,155,601	10,490	-1.3%	Shares	Defined	2025-11-14
2025-06-30	$2,736,827	10,633	-0.1%	Shares	Defined	2025-08-14
2025-03-31	$2,129,795	10,641	+2.0%	Shares	Defined	2025-05-15
2024-12-31	$1,740,619	10,436	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$1,966,889	10,430	0.0%	Shares	Defined	2024-11-14
2024-06-30	$1,658,056	10,430	+0.2%	Shares	Defined	2024-08-14
2024-03-31	$1,827,266	10,410	-3.1%	Shares	Defined	2024-05-15
2023-12-31	$1,371,128	10,743	-3.9%	Shares	Defined	2024-02-14
2023-09-30	$1,235,615	11,177	-12.8%	Shares	Defined	2023-11-14
2023-06-30	$1,407,397	12,812	-5.0%	Shares	Defined	2023-08-04
2023-03-31	$1,289,548	13,489	-8.6%	Shares	Sole	2023-05-15
2022-12-31	$1,236,070	14,752	-0.5%	Shares	Sole	2023-02-14
2022-09-30	$918,001	14,828	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$980,772	15,404	0.0%	Shares	Defined	2022-08-15
2022-03-31	$1,409,464	15,404	-0.1%	Shares	Defined	2022-05-16
2021-12-31	$1,456,443	15,417	-28.7%	Shares	Defined	2022-02-14
2021-09-30	$2,227,403	21,619	-88.0%	Shares	Defined	2021-11-15
2021-06-30	$2,427,283	180,333	+2.2%	Shares	Sole	2021-08-16
2021-03-31	$2,317,667	176,517	+14.5%	Shares	Other	2021-05-17
2020-12-31	$1,665,630	154,225	-17.6%	Shares	Defined	2021-02-16
2020-09-30	$1,165,441	187,069	-2.5%	Shares	Defined	2020-11-16
2020-06-30	$1,310,086	191,814	-0.0%	Shares	Defined	2020-08-13
2020-03-31	$1,523,445	191,870	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.