Position in GE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,867,966
+$6,118,513 QoQ
Shares Held
26,404
+99.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#607
of 3,418 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Mar 31, 2021CallValue
$13,130
CallShares
201
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $61,004,172 across 17 Aerospace & Defense names. GE ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
81,114 | $17,558,747 | |
| 2 | GE |
General Electric Co
This page
|
26,404 | $9,867,966 | |
| 3 | RTX |
RTX Corp
|
46,959 | $8,909,531 | |
| 4 | GD |
General Dynamics Corp
|
15,929 | $5,642,688 | |
| 5 | LMT |
Lockheed Martin Corp
|
8,896 | $4,532,156 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
7,049 | $3,590,126 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
12,623 | $2,787,158 | |
| 8 | WWD |
Woodward, Inc.
|
4,747 | $2,019,563 |
All Filings in GE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,867,966 | 26,404 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,749,453 | 13,213 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,898,427 | 12,656 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,086,338 | 13,584 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,835,111 | 14,900 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,012,057 | 15,049 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,253,666 | 13,512 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,400,811 | 12,731 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,079,645 | 13,082 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,000,164 | 11,395 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,061,115 | 8,314 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $867,927 | 7,851 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $903,076 | 8,221 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $682,297 | 7,137 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $603,288 | 7,200 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $449,033 | 7,253 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $405,769 | 6,373 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $511,393 | 5,589 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $536,022 | 5,674 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $590,258 | 5,729 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $530,108 | 39,384 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $13,130 | 1,000 | Call | Sole | 2021-05-10 | |
| 2021-03-31 | $464,539 | 35,380 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $393,336 | 36,420 | Shares | Sole | 2021-01-19 | |
| 2020-12-31 | $5,400 | 500 | Call | Sole | 2021-01-19 | |
| 2020-09-30 | $3,115 | 500 | Call | Sole | 2020-10-16 | |
| 2020-09-30 | $265,591 | 42,631 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $253,986 | 37,187 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $228,520 | 28,781 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||