Position in GE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,723,536
+$3,221,504 QoQ
Shares Held
31,369
+4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#550
of 3,420 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Dec 31, 2020CallValue
$540
CallShares
10
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $64,759,421 across 24 Aerospace & Defense names. GE ranks #1 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
31,369 | $11,723,536 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
49,863 | $8,519,591 | |
| 3 | RTX |
RTX Corp
|
41,366 | $7,848,370 | |
| 4 | LMT |
Lockheed Martin Corp
|
13,840 | $7,050,925 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
27,597 | $5,371,755 | |
| 6 | BA |
Boeing Co
|
22,007 | $4,763,854 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
9,021 | $4,594,485 | |
| 8 | GD |
General Dynamics Corp
|
9,324 | $3,302,933 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,723,536 | 31,369 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,502,032 | 29,961 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,227,654 | 29,957 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,846,814 | 29,409 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,723,501 | 30,007 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,729,693 | 28,627 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,651,105 | 27,886 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,326,590 | 22,943 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,960,498 | 18,623 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,401,946 | 19,381 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,389,870 | 18,725 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,609,164 | 14,556 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,621,276 | 14,759 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,398,628 | 14,630 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,397,031 | 16,673 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,147,193 | 18,530 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,240,865 | 19,489 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $2,474,641 | 26,195 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,191,550 | 21,271 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,464,271 | 183,081 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,618,594 | 199,436 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $540 | 50 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $1,983,140 | 183,624 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $959,832 | 154,066 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,072,131 | 156,974 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,396,541 | 175,887 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||