Position in GE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$312,812
+$75,297 QoQ
Shares Held
837
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,737
of 3,420 holders
Holding Since
Mar 2024
6 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, 2026Summit Financial Strategies, Inc. holds $886,255 across 3 Aerospace & Defense names. GE ranks #2 (35.3% of the industry book) .
All Filings in GE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,812 | 837 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $237,515 | 837 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $257,821 | 837 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $227,720 | 757 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $200,271 | 1,062 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $202,035 | 1,151 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||