Position in GE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,556,788
+$624,026 QoQ
Shares Held
9,517
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#974
of 3,420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $27,317,626 across 25 Aerospace & Defense names. GE ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
19,839 | $11,121,941 | |
| 2 | BA |
Boeing Co
|
19,103 | $4,135,226 | |
| 3 | GE |
General Electric Co
This page
|
9,517 | $3,556,788 | |
| 4 | RTX |
RTX Corp
|
13,818 | $2,621,689 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
8,888 | $2,389,627 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,447 | $1,246,648 | |
| 7 | AIR |
Aar Corp
|
5,000 | $714,650 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,349 | $518,659 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,556,788 | 9,517 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,932,762 | 10,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,654,775 | 11,865 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,592,392 | 11,942 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,778,010 | 10,793 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,212,458 | 11,054 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,853,203 | 11,111 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,096,821 | 11,119 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,783,802 | 11,221 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,988,930 | 11,331 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,446,302 | 11,332 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,232,631 | 11,150 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,224,827 | 11,150 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,116,416 | 11,678 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $986,962 | 11,779 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $654,451 | 10,571 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $674,647 | 10,596 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $936,135 | 10,231 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $963,877 | 10,203 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,051,214 | 10,203 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,219,651 | 90,613 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,200,331 | 91,419 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,043,410 | 96,612 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $652,213 | 104,689 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $710,619 | 104,044 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $775,999 | 97,733 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||