BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in GE — General Electric Co
CIK 1654599
MORRISTOWN, NJ
Position in GE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,191,824
+$201,183 QoQ
Shares Held
3,189
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,583
of 3,418 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $30,238,954 across 13 Aerospace & Defense names. GE ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
62,599 | $11,876,908 | |
| 2 | BA |
Boeing Co
|
41,711 | $9,029,180 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
14,362 | $7,314,710 | |
| 4 | GE |
General Electric Co
This page
|
3,189 | $1,191,824 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,081 | $550,726 | |
| 6 | GD |
General Dynamics Corp
|
380 | $134,611 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
175 | $50,853 | |
| 8 | RKLB |
Rocket Lab Corp
|
399 | $40,558 |
All Filings in GE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,824 | 3,189 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $990,641 | 3,491 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,069,480 | 3,472 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,199,068 | 3,986 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,267,903 | 4,926 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $243,982 | 1,219 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $208,946 | 1,108 | Shares | Sole | 2024-11-14 | |
| 2021-06-30 | $174,885 | 12,993 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $173,670 | 13,227 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $216,745 | 20,069 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $62,530 | 10,037 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $68,538 | 10,035 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $80,455 | 10,133 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||