Position in GE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$665,613
+$158,800 QoQ
Shares Held
1,781
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,043
of 3,418 holders
Holding Since
Jun 2020
13 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $30,555,164 across 10 Aerospace & Defense names. GE ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
14,502 | $7,388,188 | |
| 2 | RTX |
RTX Corp
|
38,909 | $7,382,204 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
37,690 | $7,336,358 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
9,638 | $2,697,579 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
8,831 | $2,566,200 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
3,639 | $803,491 | |
| 7 | CW |
Curtiss Wright Corp
|
889 | $673,648 | |
| 8 | GE |
General Electric Co
This page
|
1,781 | $665,613 |
All Filings in GE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,613 | 1,781 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $506,813 | 1,786 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $539,976 | 1,753 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $527,337 | 1,753 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $435,246 | 1,691 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $299,424 | 1,496 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $249,517 | 1,496 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $282,681 | 1,499 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $237,342 | 1,493 | Shares | Sole | 2024-07-18 | |
| 2021-06-30 | $189,005 | 14,042 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $154,172 | 11,742 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $66,773 | 10,718 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $81,399 | 11,918 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||