W.G. Shaheen & Associates DBA Whitney & Co
Position in GE — General Electric Co
CIK 1577001
ROCHESTER, NY
Position in GE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$256,005
+$55,380 QoQ
Shares Held
685
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,918
of 3,420 holders
Holding Since
Mar 2021
4 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, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $25,637,171 across 6 Aerospace & Defense names. GE ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
89,562 | $16,992,598 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
16,182 | $3,572,985 | |
| 3 | GD |
General Dynamics Corp
|
7,590 | $2,688,681 | |
| 4 | ESLT |
Elbit Systems Ltd
|
2,030 | $1,540,201 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
2,019 | $586,701 | |
| 6 | GE |
General Electric Co
This page
|
685 | $256,005 |
All Filings in GE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,005 | 685 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $200,625 | 707 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $210,384 | 683 | Shares | Sole | 2026-01-30 | |
| 2021-03-31 | $133,098 | 10,137 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||