Position in GE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,067,202
+$742,559 QoQ
Shares Held
8,207
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,047
of 3,420 holders
Holding Since
Mar 2020
26 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, 2026Connecticut Wealth Management, LLC holds $37,213,778 across 8 Aerospace & Defense names. GE ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
150,342 | $28,524,387 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
18,159 | $3,102,646 | |
| 3 | GE |
General Electric Co
This page
|
8,207 | $3,067,202 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
4,307 | $950,985 | |
| 5 | HEI |
Heico Corp
|
1,557 | $554,587 | |
| 6 | GD |
General Dynamics Corp
|
1,311 | $464,408 | |
| 7 | BA |
Boeing Co
|
1,322 | $286,173 | |
| 8 | LMT |
Lockheed Martin Corp
|
517 | $263,390 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,067,202 | 8,207 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,324,643 | 8,192 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,601,621 | 8,446 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,680,907 | 8,912 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,416,634 | 9,389 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,760,519 | 8,796 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,498,274 | 8,983 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,772,086 | 9,397 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,442,493 | 9,074 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,045,632 | 5,957 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $760,164 | 5,956 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $680,877 | 6,159 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $669,096 | 6,091 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $561,363 | 5,872 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $380,322 | 4,539 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $273,147 | 4,412 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $281,930 | 4,428 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $349,712 | 3,822 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $384,965 | 4,075 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $386,362 | 3,750 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $414,810 | 30,818 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $504,809 | 38,447 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $438,231 | 40,577 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $267,018 | 42,860 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $278,827 | 40,824 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $236,738 | 29,816 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||