Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$350,185
+$84,293 QoQ
Shares Held
937
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#2,647
of 3,420 holders
Holding Since
Sep 2024
8 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, 2026COOPER/HAIMS ADVISORS, LLC holds $605,449 across 2 Aerospace & Defense names. GE ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
937 | $350,185 | |
| 2 | WWD |
Woodward, Inc.
|
600 | $255,264 |
All Filings in GE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,185 | 937 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $265,892 | 937 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $292,936 | 951 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $329,999 | 1,097 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $260,478 | 1,012 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $200,350 | 1,001 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $200,314 | 1,201 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $223,844 | 1,187 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||