BSW Wealth Partners

Position in GE — General Electric Co

CIK 1512601 BOULDER, CO

Position in GE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$492,576

+$116,014 QoQ

Shares Held

1,318

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#347

of 558 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $2,508,576 across 6 Aerospace & Defense names. GE ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKLB	Rocket Lab Corp	6,980	$709,517
2	GE	General Electric Co This page	1,318	$492,576
3	LMT	Lockheed Martin Corp	778	$396,359
4	RTX	RTX Corp	2,042	$387,428
5	HONA	Honeywell Aerospace Inc.	1,302	$287,481
6	GD	General Dynamics Corp	664	$235,215

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,576	1,318	-0.7%	Shares	Sole	2026-07-15
2026-03-31	$376,562	1,327	+1.5%	Shares	Sole	2026-04-14
2025-12-31	$402,903	1,308	-12.2%	Shares	Sole	2026-01-23
2025-09-30	$448,221	1,490	-1.4%	Shares	Sole	2025-10-15
2025-06-30	$388,916	1,511	-45.3%	Shares	Sole	2025-07-18
2025-03-31	$552,414	2,760	-9.3%	Shares	Sole	2025-04-24
2024-12-31	$507,375	3,042	+15.8%	Shares	Sole	2025-01-22
2024-09-30	$495,211	2,626	+1.9%	Shares	Sole	2024-10-29
2024-06-30	$409,824	2,578	0.0%	Shares	Sole	2024-07-16
2024-03-31	$361,146	2,578	+0.4%	Shares	Sole	2024-04-23
2023-12-31	$261,677	2,569	-1.0%	Shares	Sole	2024-01-25
2023-09-30	$228,863	2,594	-26.8%	Shares	Sole	2023-10-27
2023-06-30	$310,613	3,543	-0.5%	Shares	Sole	2023-08-11
2023-03-31	$271,616	3,560	+1.1%	Shares	Sole	2023-05-15
2022-12-31	$183,805	3,521	-4.6%	Shares	Sole	2023-02-14
2022-09-30	$142,404	3,692	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$145,421	3,666	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$209,155	3,669	+1.9%	Shares	Sole	2022-05-16
2021-12-31	$212,000	3,602	+7.5%	Shares	Sole	2022-02-14
2021-09-30	$215,162	3,352	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.