Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$661,128
+$217,028 QoQ
Shares Held
1,769
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,049
of 3,420 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $10,206,347 across 6 Aerospace & Defense names. GE ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
27,617 | $6,105,566 | |
| 2 | RTX |
RTX Corp
|
7,974 | $1,512,907 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,571 | $800,126 | |
| 4 | GE |
General Electric Co
This page
|
1,769 | $661,128 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,111 | $566,010 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,000 | $560,610 |
All Filings in GE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,128 | 1,769 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $444,100 | 1,565 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $483,299 | 1,569 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $348,951 | 1,160 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $366,523 | 1,424 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $267,200 | 1,335 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $247,683 | 1,485 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $280,041 | 1,485 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $242,429 | 1,525 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $250,130 | 1,425 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||