Position in GE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,256,106
+$312,855 QoQ
Shares Held
3,361
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,548
of 3,420 holders
Holding Since
Mar 2020
22 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, 2026HCR Wealth Advisors holds $18,362,245 across 7 Aerospace & Defense names. GE ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
27,536 | $5,224,405 | |
| 2 | BA |
Boeing Co
|
19,335 | $4,185,447 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
14,045 | $4,081,336 | |
| 4 | TDG |
TransDigm Group INC
|
1,957 | $2,606,802 | |
| 5 | GE |
General Electric Co
This page
|
3,361 | $1,256,106 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,498 | $763,171 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
481 | $244,978 |
All Filings in GE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,256,106 | 3,361 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $943,251 | 3,324 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,030,360 | 3,345 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $965,030 | 3,208 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $825,707 | 3,208 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $641,881 | 3,207 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $537,397 | 3,222 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $606,473 | 3,216 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $508,704 | 3,200 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $589,605 | 3,359 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $415,946 | 3,259 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $341,599 | 3,090 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $342,402 | 3,117 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $297,985 | 3,117 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $261,760 | 3,124 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $291,345 | 3,084 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $317,744 | 3,084 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $333,471 | 24,775 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $322,315 | 24,548 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $309,053 | 28,616 | Shares | Sole | 2021-02-04 | |
| 2020-06-30 | $195,447 | 28,616 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $224,360 | 28,257 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||