Position in GE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$32,198,330
+$8,173,797 QoQ
Shares Held
86,154
+1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#94
of 2,079 holders
Holding Since
Mar 2020
23 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, 2026Merit Financial Group, LLC holds $141,525,045 across 27 Aerospace & Defense names. GE ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
86,154 | $32,198,330 | |
| 2 | RTX |
RTX Corp
|
123,890 | $23,505,644 | |
| 3 | GD |
General Dynamics Corp
|
38,284 | $13,561,719 | |
| 4 | BA |
Boeing Co
|
52,417 | $11,346,703 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
20,811 | $10,599,247 | |
| 6 | LMT |
Lockheed Martin Corp
|
18,438 | $9,393,417 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
11,233 | $6,297,330 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
26,932 | $5,946,582 |
All Filings in GE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,198,330 | 86,154 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $24,024,533 | 84,662 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $23,655,777 | 76,797 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $22,030,851 | 73,236 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $18,144,450 | 70,494 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,128,641 | 45,609 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,074,919 | 30,427 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,927,406 | 26,129 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,368,018 | 27,477 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,201,135 | 23,934 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,117,017 | 8,752 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,204,255 | 19,939 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,180,962 | 19,854 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,694,892 | 17,729 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,963,535 | 23,434 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,469,434 | 23,735 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,922,905 | 108,731 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $388,508 | 4,246 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $154,951 | 11,512 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $132,416 | 10,085 | Shares | Sole | 2021-05-18 | |
| 2020-09-30 | $86,379 | 13,865 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $95,380 | 13,965 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $168,415 | 21,211 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||