Position in GE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$732,137
+$192,691 QoQ
Shares Held
1,959
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,969
of 3,418 holders
Holding Since
Sep 2024
8 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, 2026Allen Capital Group, LLC holds $4,874,998 across 8 Aerospace & Defense names. GE ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
1,842 | $938,425 | |
| 2 | GD |
General Dynamics Corp
|
2,320 | $821,836 | |
| 3 | RTX |
RTX Corp
|
4,267 | $809,577 | |
| 4 | GE |
General Electric Co
This page
|
1,959 | $732,137 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,333 | $678,910 | |
| 6 | BA |
Boeing Co
|
1,771 | $383,368 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,636 | $279,526 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
860 | $231,219 |
All Filings in GE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,137 | 1,959 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $539,446 | 1,901 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $595,421 | 1,933 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $535,760 | 1,781 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $440,136 | 1,710 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $310,632 | 1,552 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $244,013 | 1,463 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $270,989 | 1,437 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||