Position in GE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,594,092
+$1,540,433 QoQ
Shares Held
17,644
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#718
of 3,420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $55,889,913 across 22 Aerospace & Defense names. GE ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
70,395 | $13,356,043 | |
| 2 | LMT |
Lockheed Martin Corp
|
19,089 | $9,725,081 | |
| 3 | GE |
General Electric Co
This page
|
17,644 | $6,594,092 | |
| 4 | GD |
General Dynamics Corp
|
13,527 | $4,791,804 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
13,458 | $2,975,294 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
9,180 | $2,667,616 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
4,810 | $2,449,781 | |
| 8 | BA |
Boeing Co
|
10,477 | $2,267,956 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,594,092 | 17,644 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,053,659 | 17,809 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,817,454 | 18,886 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,427,996 | 18,044 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,895,597 | 15,135 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,933,798 | 14,658 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,504,185 | 15,014 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,600,895 | 13,792 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,485,654 | 15,636 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,206,061 | 12,568 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,440,304 | 11,285 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,220,360 | 11,039 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,280,411 | 11,656 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,003,704 | 10,499 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $885,074 | 10,563 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $628,634 | 10,154 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $569,719 | 8,948 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $709,215 | 7,751 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $402,064 | 4,256 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $414,798 | 4,026 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $429,105 | 31,880 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $433,710 | 33,032 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $174,312 | 16,140 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $98,739 | 15,849 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $109,935 | 16,096 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $266,767 | 33,598 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||