Position in GE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$522,704
-$20,968 QoQ
Shares Held
1,842
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 96.63409337676438.ToString("F0")%
Shared 0.ToString("F0")%
None 3.3659066232356136.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Capital Wealth Planning, LLC holds $924,913,985 across 6 Aerospace & Defense names. GE ranks #6 (0.1% of the industry book) .
All Filings in GE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $522,704 | 1,842 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $543,672 | 1,765 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $528,841 | 1,758 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $452,491 | 1,758 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $351,863 | 1,758 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $355,763 | 2,133 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $402,241 | 2,133 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $339,083 | 2,133 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $298,807 | 2,133 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $217,266 | 2,133 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $200,366 | 2,271 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $168,413 | 1,921 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||