Position in GE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,386,025
+$5,712,066 QoQ
Shares Held
19,763
+235.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#691
of 3,420 holders
Holding Since
Jun 2021
14 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, 2026IBEX WEALTH ADVISORS holds $36,108,462 across 5 Aerospace & Defense names. GE ranks #3 (20.5% of the industry book) .
All Filings in GE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,386,025 | 19,763 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,673,959 | 5,899 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,217,932 | 26,679 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,799,660 | 25,928 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,355,473 | 24,692 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $847,126 | 5,079 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $4,039,268 | 25,409 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,854 | 22,127 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,190 | 25 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,337,246 | 21,142 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $2,033,507 | 21,271 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,854,021 | 22,127 | Shares | Sole | 2023-02-06 | |
| 2021-09-30 | $171,956 | 1,669 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $183,271 | 13,616 | Shares | Sole | 2021-08-20 | |
| No filing history on record for this holder in this stock. | ||||||