Position in GE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,241,258
+$763,952 QoQ
Shares Held
5,997
+15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,198
of 3,437 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealthquest Corp holds $3,287,844 across 5 Aerospace & Defense names. GE ranks #1 (68.2% of the industry book) .
All Filings in GE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,241,258 | 5,997 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,477,306 | 5,206 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,603,604 | 5,206 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $1,323,499 | 5,142 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $591,243 | 2,954 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $489,195 | 2,933 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $660,030 | 3,500 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $546,538 | 3,438 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $603,472 | 3,438 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $435,856 | 3,415 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $367,136 | 3,321 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $380,520 | 3,464 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $401,328 | 4,198 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $408,643 | 4,877 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $314,936 | 5,087 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $344,072 | 5,404 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $531,889 | 5,813 | Shares | Sole | 2022-08-18 | |
| 2021-12-31 | $549,154 | 5,813 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $624,464 | 6,061 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $655,502 | 48,700 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $641,479 | 48,856 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $546,415 | 50,594 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $321,935 | 51,675 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $370,656 | 54,269 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||