Position in GE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,661,160
+$945,760 QoQ
Shares Held
12,472
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#846
of 3,421 holders
Holding Since
Mar 2020
25 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, 2026Wealthcare Advisory Partners LLC holds $24,879,312 across 16 Aerospace & Defense names. GE ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
11,043 | $5,625,966 | |
| 2 | GE |
General Electric Co
This page
|
12,472 | $4,661,160 | |
| 3 | RTX |
RTX Corp
|
23,118 | $4,386,178 | |
| 4 | BA |
Boeing Co
|
13,479 | $2,917,799 | |
| 5 | GD |
General Dynamics Corp
|
6,585 | $2,332,670 | |
| 6 | RKLB |
Rocket Lab Corp
|
11,666 | $1,185,848 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,681 | $856,150 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,330 | $745,611 |
All Filings in GE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,661,160 | 12,472 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,715,400 | 13,093 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,811,736 | 15,621 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,418,744 | 14,689 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,824,815 | 14,860 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,925,592 | 14,617 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,382,094 | 14,282 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,725,546 | 14,453 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,156,587 | 13,566 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,645,944 | 9,377 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,122,888 | 8,798 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,026,787 | 9,288 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,142,659 | 10,402 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $976,936 | 10,219 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $900,659 | 10,749 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $532,364 | 8,599 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $457,150 | 7,180 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $736,299 | 7,794 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $772,621 | 7,499 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,081,229 | 80,329 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,218,569 | 92,808 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $654,815 | 60,631 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $296,872 | 47,652 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $331,179 | 48,489 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $434,714 | 54,750 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||