Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,659,361
+$407,084 QoQ
Shares Held
4,440
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,344
of 3,420 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $62,030,573 across 12 Aerospace & Defense names. GE ranks #2 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
312,800 | $59,347,544 | |
| 2 | GE |
General Electric Co
This page
|
4,440 | $1,659,361 | |
| 3 | GD |
General Dynamics Corp
|
849 | $300,749 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
1,215 | $268,612 | |
| 5 | BA |
Boeing Co
|
1,193 | $258,248 | |
| 6 | HEI |
Heico Corp
|
300 | $77,373 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
150 | $43,588 | |
| 8 | LMT |
Lockheed Martin Corp
|
50 | $25,473 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,361 | 4,440 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,252,277 | 4,413 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,130,778 | 3,671 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,093,781 | 3,636 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $935,870 | 3,636 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $727,745 | 3,636 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $606,948 | 3,639 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $709,626 | 3,763 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $578,014 | 3,636 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $647,354 | 3,688 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $574,334 | 4,500 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $725,097 | 6,559 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $742,366 | 6,758 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $646,064 | 6,758 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $598,931 | 7,148 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $483,703 | 7,813 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $490,131 | 7,698 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $292,708 | 3,199 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $317,797 | 3,364 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $349,683 | 3,394 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $444,395 | 33,016 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $433,500 | 33,016 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $299,063 | 27,691 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $133,608 | 21,446 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $125,446 | 18,367 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $124,395 | 15,667 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||