GeoWealth Management, LLC

Position in GE — General Electric Co

CIK 1593387 CHICAGO, IL

Position in GE

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$2,324,974

+$527,292 QoQ

Shares Held

6,221

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,171

of 3,412 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 3% Shared 2% None 94%

Industrials · as of Jun 30, 2026

GeoWealth Management, LLC holds $10,974,564 across 13 Aerospace & Defense names. GE ranks #1 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	6,221	$2,324,974
2	GD	General Dynamics Corp	4,812	$1,704,602
3	RTX	RTX Corp	8,068	$1,530,741
4	CW	Curtiss Wright Corp	1,985	$1,504,153
5	HWM	Howmet Aerospace Inc.	3,148	$846,371
6	LMT	Lockheed Martin Corp	1,568	$798,833
7	BA	Boeing Co	2,029	$439,217
8	EMBJ	Embraer S.A.	6,226	$397,218

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,324,974	6,221	-1.8%	Shares	Other	2026-07-30
2026-03-31	$1,797,682	6,335	+18.1%	Shares	Other	2026-05-13
2025-12-31	$1,652,272	5,364	-5.6%	Shares	Other	2026-02-17
2025-09-30	$1,709,259	5,682	+2.8%	Shares	Other	2025-11-13
2025-06-30	$1,422,337	5,526	-46.0%	Shares	Other	2025-08-13
2025-03-31	$2,048,535	10,235	-3.8%	Shares	Other	2025-05-09
2024-12-31	$1,774,812	10,641	+5.9%	Shares	Other	2025-02-13
2024-09-30	$1,894,851	10,048	-5.1%	Shares	Other	2024-11-12
2024-06-30	$1,682,697	10,585	-32.2%	Shares	Other	2024-08-12
2024-03-31	$2,740,901	15,615	+248.9%	Shares	Other	2024-05-15
2023-12-31	$571,143	4,475	-36.7%	Shares	Other	2024-02-13
2022-03-31	$646,813	7,069	+86.2%	Shares	Other	2022-05-13
2021-12-31	$358,702	3,797	-5.3%	Shares	Other	2022-02-14
2021-09-30	$413,047	4,009	-87.4%	Shares	Other	2021-11-12
2021-03-31	$419,424	31,944	—	Shares	Other	2021-05-13
No filing history on record for this holder in this stock.