Sowell Financial Services LLC
Position in GE — General Electric Co
CIK 1633697
NORTH LITTLE ROCK, AR
Position in GE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,917,539
+$1,232,219 QoQ
Shares Held
13,158
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#822
of 3,412 holders
Holding Since
Mar 2020
13 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, 2026Sowell Financial Services LLC holds $37,673,937 across 20 Aerospace & Defense names. GE ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
32,447 | $7,023,802 | |
| 2 | WWD |
Woodward, Inc.
|
12,514 | $5,323,956 | |
| 3 | GE |
General Electric Co
This page
|
13,158 | $4,917,539 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
8,133 | $4,559,441 | |
| 5 | RTX |
RTX Corp
|
23,282 | $4,417,293 | |
| 6 | LMT |
Lockheed Martin Corp
|
6,909 | $3,519,859 | |
| 7 | GD |
General Dynamics Corp
|
3,492 | $1,237,006 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,319 | $1,181,089 |
All Filings in GE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,917,539 | 13,158 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,685,320 | 12,987 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,106,001 | 6,837 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,859,970 | 6,183 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,634,426 | 6,350 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,341,805 | 6,704 | Shares | Sole | 2025-04-17 | |
| 2023-03-31 | $345,785 | 3,617 | Shares | Sole | 2023-05-12 | |
| 2021-06-30 | $343,607 | 25,528 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $548,387 | 41,766 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $535,324 | 49,567 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $273,846 | 43,956 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $286,962 | 42,015 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $278,082 | 35,023 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||