Position in GE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$168,178
+$43,603 QoQ
Shares Held
450
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,160
of 3,420 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Mascoma Wealth Management LLC holds $3,358,238 across 15 Aerospace & Defense names. GE ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
9,108 | $2,448,776 | |
| 2 | RTX |
RTX Corp
|
2,058 | $390,464 | |
| 3 | GE |
General Electric Co
This page
|
450 | $168,178 | |
| 4 | GD |
General Dynamics Corp
|
397 | $140,633 | |
| 5 | LMT |
Lockheed Martin Corp
|
214 | $109,024 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
153 | $33,782 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
175 | $29,900 | |
| 8 | BETA |
BETA Technologies, Inc.
|
1,135 | $19,011 |
All Filings in GE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,178 | 450 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $124,575 | 439 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $137,073 | 445 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $133,564 | 444 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $106,302 | 413 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $82,661 | 413 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $76,890 | 461 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $65,060 | 345 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $54,844 | 345 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $50,201 | 286 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $68,409 | 536 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $59,254 | 536 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $58,879 | 536 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $84,701 | 886 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $44,408 | 530 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $38,693 | 625 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $39,793 | 625 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $57,187 | 625 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $49,502 | 524 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $53,987 | 524 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $66,936 | 5,098 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||