OneDigital Investment Advisors LLC
Position in GE — General Electric Co
CIK 1690370
OVERLAND PARK, KS
Position in GE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,958,409
+$2,133,736 QoQ
Shares Held
26,646
-3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#605
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, 2026OneDigital Investment Advisors LLC holds $65,226,263 across 23 Aerospace & Defense names. GE ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
69,263 | $14,993,361 | |
| 2 | TDG |
TransDigm Group INC
|
7,802 | $10,392,576 | |
| 3 | GE |
General Electric Co
This page
|
26,646 | $9,958,409 | |
| 4 | RTX |
RTX Corp
|
35,861 | $6,803,907 | |
| 5 | LMT |
Lockheed Martin Corp
|
9,414 | $4,796,056 | |
| 6 | GD |
General Dynamics Corp
|
11,997 | $4,249,817 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
5,175 | $1,503,803 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
8,006 | $1,367,905 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,958,409 | 26,646 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,824,673 | 27,574 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,963,807 | 25,854 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,817,409 | 25,987 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,620,070 | 25,720 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,445,327 | 62,180 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,019,930 | 48,084 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,953,252 | 52,780 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,052,861 | 31,785 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,709,294 | 26,829 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,154,354 | 32,550 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,191,908 | 28,873 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,446,030 | 22,267 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,436,963 | 15,031 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,257,855 | 15,012 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $706,579 | 11,413 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $362,218 | 5,689 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $656,329 | 7,173 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $673,571 | 7,130 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $772,621 | 7,499 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $739,075 | 54,909 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $872,488 | 66,450 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $516,294 | 47,805 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $370,616 | 59,489 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $638,371 | 93,466 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $786,169 | 99,014 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||