Position in GE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$32,998,116
+$8,378,231 QoQ
Shares Held
88,294
+1.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#359
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)
Derivatives in GE
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$28,377
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $328,054,908 across 31 Aerospace & Defense names. GE ranks #2 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
601,888 | $114,196,210 | |
| 2 | GE |
General Electric Co
This page
|
88,294 | $32,998,116 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
109,349 | $24,144,259 | |
| 4 | GD |
General Dynamics Corp
|
55,163 | $19,540,941 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
66,606 | $19,355,037 | |
| 6 | BA |
Boeing Co
|
64,409 | $13,942,616 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
60,999 | $11,873,455 | |
| 8 | LMT |
Lockheed Martin Corp
|
22,606 | $11,516,852 |
All Filings in GE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,998,116 | 88,294 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $28,377 | 100 | Put | Sole | 2026-04-30 | |
| 2026-03-31 | $24,619,885 | 86,760 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $26,078,435 | 84,662 | Shares | Sole | 2026-02-03 | |
| 2025-12-31 | $123,212 | 400 | Call | Sole | 2026-02-03 | |
| 2025-09-30 | $26,293,773 | 87,407 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,628,561 | 76,260 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,723,034 | 73,560 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,121,223 | 66,678 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $9,871,597 | 52,347 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,243,864 | 39,277 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,565,875 | 37,406 | Shares | Sole | 2024-04-30 | |
| 2024-03-31 | $17,553 | 100 | Put | Sole | 2024-04-30 | |
| 2023-12-31 | $5,840,984 | 45,765 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,963,180 | 26,804 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,919,373 | 26,576 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,775,005 | 18,567 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,276,708 | 15,237 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $643,802 | 10,399 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $695,658 | 10,926 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,074,941 | 11,748 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,078,280 | 11,414 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $551,725 | 5,355 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,479,510 | 109,919 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,409,794 | 107,372 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,170,234 | 108,355 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $727,023 | 116,697 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $860,893 | 126,046 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $957,221 | 120,557 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||