Position in GE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,081,574
+$290,140 QoQ
Shares Held
2,894
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,664
of 3,418 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Mar 31, 2020CallValue
$3,969
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026United Asset Strategies, Inc. holds $22,727,762 across 6 Aerospace & Defense names. GE ranks #3 (4.8% of the industry book) .
All Filings in GE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,574 | 2,894 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $791,434 | 2,789 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $307,105 | 997 | Shares | Sole | 2026-01-28 | |
| 2021-12-31 | $290,873 | 3,079 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $351,332 | 3,410 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $372,653 | 27,686 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $383,868 | 29,236 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $292,928 | 27,123 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $171,343 | 27,503 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $186,677 | 27,332 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $229,521 | 28,907 | Shares | Sole | 2020-05-08 | |
| 2020-03-31 | $3,969 | 500 | Call | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||