Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,026,737
+$526,162 QoQ
Shares Held
5,423
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,252
of 3,430 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 22%
Shared 13%
None 65%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Regal Investment Advisors LLC holds $8,855,189 across 12 Aerospace & Defense names. GE ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
5,423 | $2,026,737 | |
| 2 | WWD |
Woodward, Inc.
|
2,966 | $1,261,855 | |
| 3 | RTX |
RTX Corp
|
5,936 | $1,126,237 | |
| 4 | HEI |
Heico Corp
|
3,123 | $1,112,381 | |
| 5 | RKLB |
Rocket Lab Corp
|
6,667 | $677,700 | |
| 6 | BA |
Boeing Co
|
3,072 | $664,995 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
2,322 | $513,347 | |
| 8 | DRS |
Leonardo DRS, Inc.
|
11,023 | $470,351 |
All Filings in GE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,026,737 | 5,423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,500,575 | 5,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,121,845 | 3,642 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $910,582 | 3,027 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $733,561 | 2,850 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $579,033 | 2,893 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $525,555 | 3,151 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $659,275 | 3,496 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $554,169 | 3,486 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $611,897 | 3,486 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $442,110 | 3,464 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $333,418 | 3,016 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $338,667 | 3,083 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $286,608 | 2,998 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $239,974 | 2,864 | Shares | Sole | 2023-03-01 | |
| 2022-06-30 | $221,635 | 3,481 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $337,268 | 3,686 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $393,656 | 4,167 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $421,598 | 4,092 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $435,498 | 32,355 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $438,231 | 40,577 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $277,516 | 40,632 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||