Position in GE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,410,081
+$235,276 QoQ
Shares Held
3,773
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,469
of 3,420 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SVB WEALTH LLC holds $8,028,081 across 7 Aerospace & Defense names. GE ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
15,869 | $4,611,369 | |
| 2 | GE |
General Electric Co
This page
|
3,773 | $1,410,081 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,747 | $890,024 | |
| 4 | BA |
Boeing Co
|
1,972 | $426,876 | |
| 5 | GD |
General Dynamics Corp
|
702 | $248,674 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
867 | $233,100 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
743 | $207,957 |
All Filings in GE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,081 | 3,773 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,174,805 | 4,140 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,287,872 | 4,181 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,501,090 | 4,990 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,360,046 | 5,284 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $2,366,415 | 14,188 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $2,587,077 | 16,274 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,360,346 | 19,144 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,530,007 | 19,823 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,175,180 | 19,676 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,351,228 | 21,404 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,429,196 | 25,410 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,200,745 | 26,265 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,574,619 | 25,434 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,417,612 | 22,265 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,151,986 | 23,519 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,126,991 | 22,515 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,616,032 | 25,391 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,239,069 | 240,644 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,227,130 | 245,783 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,665,819 | 246,835 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,481,189 | 237,751 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,757,472 | 257,317 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,223,738 | 280,068 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||