Summit Financial Wealth Advisors, LLC
Position in GE — General Electric Co
CIK 1632283
Lafayette, LA
Position in GE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$214,894
New position
Shares Held
575
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,080
of 3,420 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $26,842,324 across 6 Aerospace & Defense names. GE ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
79,615 | $15,105,353 | |
| 2 | LMT |
Lockheed Martin Corp
|
15,347 | $7,818,682 | |
| 3 | BA |
Boeing Co
|
13,005 | $2,815,192 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
2,951 | $504,207 | |
| 5 | GD |
General Dynamics Corp
|
1,084 | $383,996 | |
| 6 | GE |
General Electric Co
This page
|
575 | $214,894 |
All Filings in GE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,894 | 575 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||