Patriot Financial Group Insurance Agency, LLC
InsurancePosition in GE — General Electric Co
CIK 1694883
Westborough, MA
Position in GE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,213,533
-$2,603,195 QoQ
Shares Held
13,950
-49.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#805
of 3,418 holders
Holding Since
Mar 2020
26 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, 2026Patriot Financial Group Insurance Agency, LLC holds $19,309,308 across 8 Aerospace & Defense names. GE ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
13,950 | $5,213,533 | |
| 2 | RTX |
RTX Corp
|
26,419 | $5,012,476 | |
| 3 | GD |
General Dynamics Corp
|
9,110 | $3,227,126 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
11,922 | $3,205,348 | |
| 5 | HII |
Huntington Ingalls Industries, Inc.
|
3,749 | $1,049,307 | |
| 6 | BA |
Boeing Co
|
3,939 | $852,675 | |
| 7 | LMT |
Lockheed Martin Corp
|
997 | $507,931 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,410 | $240,912 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,213,533 | 13,950 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,816,728 | 27,546 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,325,665 | 14,043 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,113,412 | 13,674 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,804,046 | 7,009 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,353,814 | 6,764 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,162,025 | 6,967 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,313,082 | 6,963 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,210,397 | 7,614 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,334,554 | 7,603 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $952,885 | 7,466 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $834,873 | 7,552 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $778,946 | 7,091 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $417,485 | 4,367 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $402,024 | 4,798 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $289,800 | 4,681 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $307,016 | 4,822 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $463,447 | 5,065 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $563,419 | 5,964 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $965,596 | 9,372 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,225,062 | 91,015 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $740,650 | 56,409 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $542,225 | 50,206 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $212,206 | 34,062 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $239,534 | 35,071 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $348,438 | 43,884 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||