Position in GE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,584,342
+$504,592 QoQ
Shares Held
6,915
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,120
of 3,412 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $17,450,977 across 16 Aerospace & Defense names. GE ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
18,176 | $3,934,558 | |
| 2 | RTX |
RTX Corp
|
15,525 | $2,945,558 | |
| 3 | GE |
General Electric Co
This page
|
6,915 | $2,584,342 | |
| 4 | GD |
General Dynamics Corp
|
6,121 | $2,168,303 | |
| 5 | CW |
Curtiss Wright Corp
|
1,127 | $853,995 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
2,581 | $750,012 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
2,475 | $665,428 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,142 | $581,632 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,584,342 | 6,915 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,079,750 | 7,329 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,239,378 | 7,270 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,161,090 | 7,184 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,835,190 | 7,130 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,423,666 | 7,113 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,319,642 | 7,912 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,361,170 | 7,218 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,127,892 | 7,095 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,216,422 | 6,930 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $826,403 | 6,475 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $581,050 | 5,256 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $551,007 | 5,016 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $464,042 | 4,854 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $381,579 | 4,554 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $241,387 | 3,899 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $226,728 | 3,561 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $281,819 | 3,080 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $247,039 | 2,615 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $248,096 | 2,408 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $265,525 | 19,727 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $320,372 | 24,400 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $203,979 | 18,887 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $88,553 | 14,214 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $91,829 | 13,445 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $100,401 | 12,645 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||