Position in GE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,643,323
+$1,315,831 QoQ
Shares Held
15,100
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#772
of 3,420 holders
Holding Since
Mar 2020
15 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, 2026BigSur Wealth Management LLC holds $13,833,236 across 6 Aerospace & Defense names. GE ranks #1 (40.8% of the industry book) .
All Filings in GE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,643,323 | 15,100 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,327,492 | 15,250 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,755,059 | 15,437 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,643,758 | 15,437 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,973,329 | 15,437 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,079,708 | 15,387 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,566,397 | 15,387 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,524,520 | 13,387 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,132,105 | 13,412 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,354,208 | 13,412 | Shares | Sole | 2024-05-22 | |
| 2021-03-31 | $153,621 | 11,700 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $135,000 | 12,500 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $77,875 | 12,500 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $147,869 | 21,650 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $410,100 | 51,650 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||