Position in GE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$134,814,874
+$39,467,587 QoQ
Shares Held
360,728
+7.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#176
of 3,420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Mar 31, 2021CallValue
$38,260
CallShares
1,404
PutValue
$2,000
PutShares
401
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, 2026Creative Planning holds $889,929,260 across 54 Aerospace & Defense names. GE ranks #1 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
360,728 | $134,814,874 | |
| 2 | RTX |
RTX Corp
|
691,086 | $131,119,746 | |
| 3 | LMT |
Lockheed Martin Corp
|
187,302 | $95,422,876 | |
| 4 | BA |
Boeing Co
|
429,686 | $93,014,127 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
103,891 | $52,912,724 | |
| 6 | GD |
General Dynamics Corp
|
118,949 | $42,136,493 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
169,880 | $37,557,069 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
117,985 | $34,285,260 |
All Filings in GE
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,814,874 | 360,728 | Shares | Defined | 2026-08-13 | |
| 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 | $30,058,636 | 171,245 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $21,051,156 | 164,939 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,360,243 | 166,081 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $16,842,422 | 153,322 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $14,395,163 | 150,577 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,997,642 | 143,187 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,386,057 | 151,608 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,581,829 | 150,492 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,291,467 | 167,120 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,937,736 | 115,780 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,475,623 | 159,911 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,372,156 | 919,179 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,000 | 2,000 | Put | Sole | 2021-04-30 | |
| 2021-03-31 | $13,508,500 | 1,028,827 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $38,260 | 7,000 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $561,600 | 52,000 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $12,292,937 | 1,138,234 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $21,600 | 2,000 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $6,985,552 | 1,121,275 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $316,615 | 52,500 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $8,242,618 | 1,206,827 | Shares | Sole | 2020-07-23 | |
| 2020-06-30 | $4,000 | 51,000 | Call | Sole | 2020-07-23 | |
| 2020-03-31 | $9,522,601 | 1,199,321 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $9,000 | 50,000 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||