Annex Advisory Services, LLC

Position in GE — General Electric Co

CIK 1542287 BROOKFIELD, WI

Position in GE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,008,051

+$568,486 QoQ

Shares Held

5,373

+5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,251

of 3,412 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Annex Advisory Services, LLC holds $7,930,976 across 7 Aerospace & Defense names. GE ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DCO	Ducommun Inc /De/	19,658	$3,640,858
2	GE	General Electric Co This page	5,373	$2,008,051
3	BA	Boeing Co	4,594	$994,463
4	RTX	RTX Corp	2,666	$505,820
5	CW	Curtiss Wright Corp	378	$286,433
6	NOC	Northrop Grumman Corp /De/	539	$274,518
7	HII	Huntington Ingalls Industries, Inc.	789	$220,833

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,008,051	5,373	+5.9%	Shares	Sole	2026-07-10
2026-03-31	$1,439,565	5,073	+1.7%	Shares	Sole	2026-04-16
2025-12-31	$1,536,761	4,989	+22.4%	Shares	Sole	2026-01-26
2025-09-30	$1,226,142	4,076	+0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,048,864	4,075	+5.2%	Shares	Sole	2025-07-11
2025-03-31	$775,180	3,873	-5.8%	Shares	Sole	2025-04-11
2024-12-31	$685,840	4,112	-8.7%	Shares	Sole	2025-01-16
2024-09-30	$849,552	4,505	-0.0%	Shares	Sole	2024-10-10
2024-06-30	$716,477	4,507	+2.2%	Shares	Sole	2024-07-12
2024-03-31	$773,911	4,409	-1.7%	Shares	Sole	2024-04-12
2023-12-31	$572,292	4,484	+19.1%	Shares	Sole	2024-02-13
2023-09-30	$416,331	3,766	+36.8%	Shares	Sole	2023-11-01
2023-06-30	$302,417	2,753	+17.3%	Shares	Sole	2023-07-24
2023-03-31	$224,373	2,347	-26.5%	Shares	Sole	2023-04-27
2022-12-31	$267,625	3,194	-3.8%	Shares	Sole	2023-01-30
2022-09-30	$205,479	3,319	-5.4%	Shares	Sole	2022-10-24
2022-06-30	$223,354	3,508	-15.0%	Shares	Sole	2022-07-27
2022-03-31	$377,528	4,126	+45.6%	Shares	Sole	2022-04-13
2021-12-31	$267,633	2,833	+24.6%	Shares	Sole	2022-01-31
2021-09-30	$234,290	2,274	-89.4%	Shares	Sole	2021-10-18
2021-06-30	$287,788	21,381	+14.2%	Shares	Sole	2021-07-29
2021-03-31	$245,819	18,722	+4.0%	Shares	Sole	2021-04-22
2020-12-31	$194,454	18,005	-0.4%	Shares	Sole	2021-01-28
2020-09-30	$112,576	18,070	-25.6%	Shares	Sole	2020-10-23
2020-06-30	$165,886	24,288	+32.0%	Shares	Sole	2020-07-21
2020-03-31	$146,143	18,406	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.