Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$408,860
+$153,751 QoQ
Shares Held
1,094
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,503
of 3,420 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Retirement Planning Group, LLC holds $10,819,661 across 12 Aerospace & Defense names. GE ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
8,781 | $4,473,568 | |
| 2 | RTX |
RTX Corp
|
10,406 | $1,974,330 | |
| 3 | GD |
General Dynamics Corp
|
2,386 | $845,216 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,293 | $658,537 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,529 | $602,964 | |
| 6 | BA |
Boeing Co
|
2,574 | $557,193 | |
| 7 | GE |
General Electric Co
This page
|
1,094 | $408,860 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
1,099 | $319,358 |
All Filings in GE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,860 | 1,094 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $255,109 | 899 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $251,660 | 817 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $267,128 | 888 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||