TCFG WEALTH MANAGEMENT, LLC

Position in GE — General Electric Co

CIK 1548059 LAGUNA NIGUEL, CA

Position in GE

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$509,650

-$20,469 QoQ

Shares Held

1,796

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

TCFG WEALTH MANAGEMENT, LLC holds $2,231,159 across 6 Aerospace & Defense names. GE ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	2,747	$529,896
2	GE	General Electric Co This page	1,796	$509,650
3	BA	Boeing Co	1,778	$353,875
4	LMT	Lockheed Martin Corp	549	$331,810
5	BWXT	BWX Technologies, Inc.	1,336	$273,198
6	AXON	Axon Enterprise, Inc.	548	$232,730

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$509,650	1,796	+4.4%	Shares	Sole	2026-04-24
2025-12-31	$530,119	1,721	+3.8%	Shares	Sole	2026-02-13
2025-09-30	$498,759	1,658	+4.8%	Shares	Sole	2025-11-21
2025-06-30	$407,190	1,582	+32.5%	Shares	Sole	2025-07-23
2025-03-31	$238,979	1,194	-7.7%	Shares	Sole	2025-04-17
2024-12-31	$215,826	1,294	+0.1%	Shares	Sole	2025-01-30
2024-09-30	$243,833	1,293	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.