Position in GE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$95,347,287
+$3,662,468 QoQ
Shares Held
336,002
+12.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.5178540603924977.ToString("F0")%
Shared 0.ToString("F0")%
None 99.4821459396075.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Creative Planning holds $702,117,188 across 47 Aerospace & Defense names. GE ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
644,643 | $124,351,634 | |
| 2 | LMT |
Lockheed Martin Corp
|
169,323 | $102,337,127 | |
| 3 | GE |
General Electric Co
This page
|
336,002 | $95,347,287 | |
| 4 | BA |
Boeing Co
|
391,748 | $77,969,603 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
75,665 | $51,621,689 | |
| 6 | GD |
General Dynamics Corp
|
115,601 | $39,676,574 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
79,925 | $27,586,113 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
108,199 | $24,935,541 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,347,287 | 336,002 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $91,684,819 | 297,649 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $81,958,709 | 272,451 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,362,804 | 238,404 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $47,323,265 | 236,439 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,384,852 | 200,161 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $37,071,244 | 196,581 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $28,665,933 | 180,323 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $23,989,335 | 171,245 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $16,800,603 | 164,939 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,653,027 | 166,081 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $13,441,677 | 153,322 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $11,488,557 | 150,577 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,474,733 | 143,187 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,847,672 | 151,608 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,969,641 | 150,492 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,244,721 | 127,087 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,814,393 | 115,780 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,264,591 | 159,911 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||