Position in GE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,629,494
+$1,667,214 QoQ
Shares Held
15,063
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#773
of 3,420 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $33,819,889 across 13 Aerospace & Defense names. GE ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
54,941 | $10,423,955 | |
| 2 | GE |
General Electric Co
This page
|
15,063 | $5,629,494 | |
| 3 | LMT |
Lockheed Martin Corp
|
9,593 | $4,887,249 | |
| 4 | BA |
Boeing Co
|
18,476 | $3,999,499 | |
| 5 | GD |
General Dynamics Corp
|
8,056 | $2,853,757 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
12,302 | $2,101,919 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,855 | $1,454,080 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
3,570 | $788,256 |
All Filings in GE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,629,494 | 15,063 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,962,280 | 13,963 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,245,269 | 13,782 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,545,163 | 11,785 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,757,676 | 10,714 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,037,727 | 10,181 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,610,857 | 9,658 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,794,904 | 9,518 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,513,394 | 9,520 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,572,573 | 8,959 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,020,529 | 7,996 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $903,856 | 8,176 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $936,031 | 8,521 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $776,367 | 8,121 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $321,498 | 5,193 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $313,001 | 4,916 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $463,375 | 4,905 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $612,307 | 5,943 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $659,836 | 49,022 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $737,078 | 56,137 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $576,968 | 53,423 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $368,467 | 59,144 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $610,246 | 89,348 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $676,519 | 85,204 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||