EP Wealth Advisors, LLC

Position in GE — General Electric Co

CIK 1540569 TORRANCE, CA

Position in GE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$16,937,817

+$7,070,283 QoQ

Shares Held

45,321

+30.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#455

of 3,420 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $162,361,459 across 21 Aerospace & Defense names. GE ranks #4 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	213,999	$40,602,030
2	HONA	Honeywell Aerospace Inc.	170,113	$37,608,582
3	LMT	Lockheed Martin Corp	36,580	$18,636,046
4	GE	General Electric Co This page	45,321	$16,937,817
5	NOC	Northrop Grumman Corp /De/	22,630	$11,525,685
6	GD	General Dynamics Corp	19,229	$6,811,680
7	BA	Boeing Co	31,184	$6,750,400
8	LHX	L3harris Technologies, Inc. /De/	21,252	$6,175,618

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,937,817	45,321	+30.3%	Shares	Sole	2026-08-12
2026-03-31	$9,867,534	34,773	+3.9%	Shares	Sole	2026-05-14
2025-12-31	$10,306,067	33,458	+29.3%	Shares	Sole	2026-02-18
2025-06-30	$6,660,995	25,879	+8.8%	Shares	Sole	2025-08-14
2025-03-31	$4,762,369	23,794	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$4,046,658	24,262	-16.0%	Shares	Sole	2025-02-14
2024-09-30	$5,448,264	28,891	+49.6%	Shares	Sole	2024-11-15
2024-06-30	$3,070,823	19,317	+1.0%	Shares	Sole	2024-08-19
2024-03-31	$3,357,889	19,130	+11.9%	Shares	Sole	2024-05-14
2023-12-31	$2,181,706	17,094	-5.6%	Shares	Sole	2024-02-28
2023-09-30	$2,001,506	18,105	-99.3%	Shares	Sole	2023-11-24
2023-06-30	$1,953,139	2,602,638	+12732.9%	Shares	Sole	2023-08-14
2023-03-31	$1,938,863	20,281	+102.8%	Shares	Sole	2023-06-05
2022-12-31	$838,067	10,002	-5.9%	Shares	Sole	2023-06-12
2022-09-30	$658,165	10,631	-49.8%	Shares	Sole	2022-12-02
2022-06-30	$1,348,658	21,182	+31.6%	Shares	Sole	2022-08-11
2022-03-31	$1,472,874	16,097	-17.0%	Shares	Sole	2022-05-20
2021-12-31	$1,831,300	19,385	-5.0%	Shares	Sole	2022-02-17
2021-09-30	$2,102,120	20,403	-84.0%	Shares	Sole	2021-11-23
2021-03-31	$1,669,361	127,141	+352.5%	Shares	Sole	2021-05-17
2020-12-31	$303,426	28,095	-17.3%	Shares	Sole	2021-02-18
2020-09-30	$211,751	33,989	-20.0%	Shares	Sole	2020-11-17
2020-06-30	$290,274	42,500	-13.2%	Shares	Sole	2020-08-14
2020-03-31	$388,972	48,989	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.