Position in GE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$514,626
+$164,171 QoQ
Shares Held
1,377
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#337
of 558 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $8,822,907 across 7 Aerospace & Defense names. GE ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
5,624 | $2,865,203 | |
| 2 | GD |
General Dynamics Corp
|
7,534 | $2,668,844 | |
| 3 | RTX |
RTX Corp
|
9,395 | $1,782,513 | |
| 4 | GE |
General Electric Co
This page
|
1,377 | $514,626 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
1,856 | $409,804 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
2,111 | $360,685 | |
| 7 | BA |
Boeing Co
|
1,022 | $221,232 |
All Filings in GE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,626 | 1,377 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $350,455 | 1,235 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $373,640 | 1,213 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $355,569 | 1,182 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $302,690 | 1,176 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $219,364 | 1,096 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||