Position in GE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,686,846
+$807,149 QoQ
Shares Held
9,865
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#961
of 3,430 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, 2026Modera Wealth Management, LLC holds $41,720,205 across 10 Aerospace & Defense names. GE ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
31,409 | $16,001,629 | |
| 2 | RTX |
RTX Corp
|
55,554 | $10,540,260 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
7,982 | $4,065,312 | |
| 4 | GE |
General Electric Co
This page
|
9,865 | $3,686,846 | |
| 5 | GD |
General Dynamics Corp
|
9,673 | $3,426,563 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
5,326 | $1,177,472 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
3,883 | $1,128,360 | |
| 8 | BA |
Boeing Co
|
4,470 | $967,620 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,686,846 | 9,865 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,879,697 | 10,148 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,143,754 | 10,206 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,994,362 | 9,954 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,897,439 | 11,257 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,302,525 | 11,504 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,940,935 | 11,637 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,281,252 | 12,097 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,779,033 | 11,191 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,965,585 | 11,198 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,435,836 | 11,250 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,262,590 | 11,421 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,293,813 | 11,778 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $702,660 | 7,350 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $601,193 | 7,175 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $407,739 | 6,586 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $440,469 | 6,918 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $604,723 | 6,609 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $626,525 | 6,632 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $603,137 | 5,854 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $621,354 | 46,163 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $575,277 | 43,814 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $496,940 | 46,013 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $228,603 | 36,694 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $243,789 | 35,694 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $299,290 | 37,694 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||