Capstone Financial Advisors, Inc.

Position in GE — General Electric Co

CIK 1599217 DOWNERS GROVE, IL

Position in GE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$786,327

+$195,802 QoQ

Shares Held

2,104

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,923

of 3,420 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Capstone Financial Advisors, Inc. holds $2,254,088 across 5 Aerospace & Defense names. GE ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	2,104	$786,327
2	SPCX	Space Exploration Technologies Corp	2,841	$485,413
3	BA	Boeing Co	1,671	$361,721
4	LMT	Lockheed Martin Corp	708	$360,697
5	RTX	RTX Corp	1,370	$259,930

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$786,327	2,104	+1.1%	Shares	Sole	2026-08-14
2026-03-31	$590,525	2,081	0.0%	Shares	Sole	2026-05-15
2025-12-31	$641,010	2,081	-3.5%	Shares	Sole	2026-02-17
2025-09-30	$648,868	2,157	-36.9%	Shares	Sole	2025-11-14
2025-06-30	$880,273	3,420	+70.7%	Shares	Sole	2025-08-08
2025-03-31	$401,100	2,004	+7.9%	Shares	Sole	2025-05-09
2024-12-31	$309,895	1,858	-4.1%	Shares	Sole	2025-02-14
2024-09-30	$365,279	1,937	+3.9%	Shares	Sole	2024-11-14
2024-06-30	$296,479	1,865	0.0%	Shares	Sole	2024-08-13
2024-03-31	$327,363	1,865	0.0%	Shares	Sole	2024-05-14
2023-12-31	$238,029	1,865	0.0%	Shares	Sole	2024-02-13
2023-09-30	$206,175	1,865	+1.5%	Shares	Sole	2023-11-13
2023-06-30	$201,794	1,837	-35.1%	Shares	Sole	2023-08-15
2021-12-31	$267,350	2,830	+1.8%	Shares	Sole	2022-02-11
2021-09-30	$286,423	2,780	-85.5%	Shares	Sole	2021-11-15
2021-06-30	$258,714	19,221	+0.8%	Shares	Sole	2021-08-16
2021-03-31	$250,349	19,067	-34.4%	Shares	Sole	2021-05-13
2020-12-31	$313,913	29,066	+19.5%	Shares	Sole	2021-02-16
2020-09-30	$151,482	24,315	+2.1%	Shares	Sole	2020-11-13
2020-06-30	$162,642	23,813	+0.1%	Shares	Sole	2020-08-14
2020-03-31	$188,876	23,788	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.