Position in GE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,237,420
+$375,043 QoQ
Shares Held
3,311
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,555
of 3,418 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LVW Advisors, LLC holds $9,235,277 across 10 Aerospace & Defense names. GE ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
8,447 | $2,992,265 | |
| 2 | RTX |
RTX Corp
|
10,297 | $1,953,649 | |
| 3 | GE |
General Electric Co
This page
|
3,311 | $1,237,420 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,225 | $624,088 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,932 | $561,419 | |
| 6 | EMBJ |
Embraer S.A.
|
7,184 | $458,339 | |
| 7 | BA |
Boeing Co
|
1,916 | $414,756 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
739 | $414,290 |
All Filings in GE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,237,420 | 3,311 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $862,377 | 3,039 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $910,228 | 2,955 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $865,459 | 2,877 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $595,600 | 2,314 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $347,060 | 1,734 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $213,824 | 1,282 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||