Position in GE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,656,948
+$937,864 QoQ
Shares Held
9,785
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#962
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)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Klingman & Associates, LLC holds $7,497,783 across 8 Aerospace & Defense names. GE ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
9,785 | $3,656,948 | |
| 2 | RTX |
RTX Corp
|
5,716 | $1,084,496 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,899 | $967,464 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,046 | $594,547 | |
| 5 | GD |
General Dynamics Corp
|
986 | $349,280 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,468 | $324,134 | |
| 7 | BA |
Boeing Co
|
1,390 | $300,893 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
432 | $220,021 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,656,948 | 9,785 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,719,084 | 9,582 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,926,285 | 9,500 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,784,991 | 9,258 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,352,287 | 9,139 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,699,073 | 8,489 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,387,359 | 8,318 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,575,963 | 8,357 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,356,332 | 8,532 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,501,308 | 8,553 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,109,487 | 8,693 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $958,467 | 8,670 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $952,509 | 8,671 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $821,586 | 8,594 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $737,854 | 8,806 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $529,083 | 8,546 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $533,491 | 8,379 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $775,370 | 8,474 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $792,603 | 8,390 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $858,239 | 8,330 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $906,639 | 67,358 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $880,314 | 67,046 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $722,380 | 66,887 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $414,164 | 66,479 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $429,162 | 62,835 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $503,038 | 63,355 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||