Position in GE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,343,559
+$410,524 QoQ
Shares Held
3,595
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,500
of 3,420 holders
Holding Since
Dec 2024
7 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, 2026PKS Advisory Services, LLC holds $4,184,359 across 6 Aerospace & Defense names. GE ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
3,595 | $1,343,559 | |
| 2 | RTX |
RTX Corp
|
6,140 | $1,164,942 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,332 | $678,600 | |
| 4 | BA |
Boeing Co
|
2,467 | $534,031 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
1,489 | $254,410 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
410 | $208,817 |
All Filings in GE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,343,559 | 3,595 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $933,035 | 3,288 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $986,620 | 3,203 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $993,006 | 3,301 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $834,458 | 3,242 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $646,284 | 3,229 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $564,917 | 3,387 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||