Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$657,764
+$135,060 QoQ
Shares Held
1,760
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,055
of 3,420 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $622,907,136 across 7 Aerospace & Defense names. GE ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,145,615 | $596,817,533 | |
| 2 | EMBJ |
Embraer S.A.
|
147,423 | $9,405,587 | |
| 3 | RKLB |
Rocket Lab Corp
|
72,203 | $7,339,434 | |
| 4 | ESLT |
Elbit Systems Ltd
|
8,791 | $6,669,907 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
6,983 | $1,193,115 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,617 | $823,796 | |
| 7 | GE |
General Electric Co
This page
|
1,760 | $657,764 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,764 | 1,760 | Shares | Sole | 2026-08-14 | |
| 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 | $374,405 | 2,133 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $272,234 | 2,133 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $251,058 | 2,271 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $211,021 | 1,921 | Shares | Sole | 2023-08-04 | |
| 2021-06-30 | $571,013 | 42,423 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $557,867 | 42,488 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $454,550 | 42,088 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $188,831 | 30,310 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $304,535 | 44,588 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $439,391 | 55,339 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||