Position in GE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$8,416,399
+$2,188,216 QoQ
Shares Held
22,520
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#651
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, 2026Dynamic Advisor Solutions LLC holds $34,061,074 across 11 Aerospace & Defense names. GE ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
22,520 | $8,416,399 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
16,441 | $8,373,565 | |
| 3 | RTX |
RTX Corp
|
31,443 | $5,965,680 | |
| 4 | LMT |
Lockheed Martin Corp
|
10,713 | $5,457,844 | |
| 5 | BA |
Boeing Co
|
9,201 | $1,991,740 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
2,677 | $1,500,752 | |
| 7 | GD |
General Dynamics Corp
|
2,895 | $1,025,524 | |
| 8 | RKLB |
Rocket Lab Corp
|
6,398 | $650,356 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,416,399 | 22,520 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $6,228,183 | 21,948 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,231,754 | 20,231 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,799,434 | 22,603 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,095,807 | 19,798 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,662,945 | 18,301 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,963,691 | 17,769 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,552,658 | 18,839 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,004,374 | 18,899 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,325,240 | 18,944 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,121,337 | 16,621 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,752,990 | 15,857 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,523,729 | 13,871 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,402,930 | 14,675 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $610,326 | 7,284 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $452,067 | 7,302 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $464,472 | 7,295 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $637,754 | 6,970 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $639,467 | 6,769 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $745,524 | 7,236 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $795,109 | 59,072 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $826,231 | 62,927 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $808,315 | 74,844 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $474,396 | 76,147 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $522,214 | 76,459 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $566,320 | 71,325 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||