Waverly Advisors, LLC

Position in GE — General Electric Co

CIK 1568787 BIRMINGHAM, AL

Position in GE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,357,276

+$6,006,733 QoQ

Shares Held

59,822

+3.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#405

of 3,420 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $135,918,407 across 25 Aerospace & Defense names. GE ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	72,813	$25,793,277
2	GE	General Electric Co This page	59,822	$22,357,276
3	LMT	Lockheed Martin Corp	30,129	$15,349,520
4	HONA	Honeywell Aerospace Inc.	58,328	$12,895,154
5	BA	Boeing Co	53,304	$11,538,716
6	RTX	RTX Corp	58,406	$11,081,370
7	HWM	Howmet Aerospace Inc.	22,479	$6,043,703
8	LHX	L3harris Technologies, Inc. /De/	20,703	$6,016,084

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,357,276	59,822	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$16,350,543	57,619	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$17,354,102	56,339	+125.3%	Shares	Sole	2026-02-17
2025-09-30	$7,521,101	25,002	+13.0%	Shares	Sole	2025-11-14
2025-06-30	$5,695,268	22,127	-3.6%	Shares	Sole	2025-08-14
2025-03-31	$4,594,643	22,956	+8.5%	Shares	Sole	2025-05-15
2024-12-31	$3,527,942	21,152	+111.7%	Shares	Sole	2025-02-14
2024-09-30	$1,884,291	9,992	-9.0%	Shares	Sole	2024-11-14
2024-06-30	$1,745,012	10,977	+23.5%	Shares	Sole	2024-08-14
2024-03-31	$1,560,637	8,891	+54.1%	Shares	Sole	2024-05-15
2023-12-31	$736,551	5,771	-4.3%	Shares	Other	2024-02-14
2023-09-30	$666,947	6,033	+0.4%	Shares	Other	2023-11-14
2023-06-30	$659,758	6,006	+8.3%	Shares	Other	2023-08-15
2023-03-31	$530,006	5,544	-9.0%	Shares	Other	2023-05-16
2022-12-31	$510,448	6,092	+12.6%	Shares	Other	2023-02-15
2022-09-30	$335,056	5,412	-0.1%	Shares	Other	2022-11-15
2022-06-30	$344,771	5,415	+34.3%	Shares	Other	2022-08-15
2022-03-31	$368,835	4,031	+0.6%	Shares	Other	2022-05-17
2021-12-31	$378,446	4,006	-1.3%	Shares	Other	2022-02-15
2021-09-30	$418,198	4,059	+0.0%	Shares	Sole	2021-11-15
2021-06-30	$54,620	4,058	-88.7%	Shares	Sole	2021-08-17
2021-03-31	$472,785	36,008	-8.5%	Shares	Sole	2021-05-24
2020-12-31	$424,904	39,343	-12.5%	Shares	Sole	2021-02-16
2020-09-30	$280,144	44,967	+0.3%	Shares	Sole	2020-11-02
2020-06-30	$306,256	44,840	+20.9%	Shares	Sole	2020-08-17
2020-03-31	$294,565	37,099	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.