Position in GE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$817,721
+$244,790 QoQ
Shares Held
2,188
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,890
of 3,420 holders
Holding Since
Mar 2020
24 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, 2026WealthPLAN Partners, LLC holds $2,283,833 across 4 Aerospace & Defense names. GE ranks #1 (35.8% 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 | $817,721 | 2,188 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $572,931 | 2,019 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $663,188 | 2,153 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $576,972 | 1,918 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $488,011 | 1,896 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $439,929 | 2,198 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $386,785 | 2,319 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $472,392 | 2,505 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $397,742 | 2,502 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $457,781 | 2,608 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $319,585 | 2,504 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $278,143 | 2,516 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $270,560 | 2,463 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $244,066 | 2,553 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $248,939 | 2,971 | Shares | Other | 2023-02-16 | |
| 2022-03-31 | $440,479 | 4,814 | Shares | Other | 2022-05-03 | |
| 2021-12-31 | $499,934 | 5,292 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $549,870 | 5,337 | Shares | Other | 2021-12-09 | |
| 2021-06-30 | $74,124 | 5,507 | Shares | Other | 2021-08-19 | |
| 2021-03-31 | $588,984 | 44,858 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $455,846 | 42,208 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $258,855 | 41,550 | Shares | Other | 2020-12-18 | |
| 2020-06-30 | $316,166 | 46,291 | Shares | Other | 2020-08-19 | |
| 2020-03-31 | $318,774 | 40,148 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||