Ullmann Wealth Partners Group, LLC

Position in GE — General Electric Co

CIK 1697725 JACKSONVILLE BEACH, FL

Position in GE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$622,634

+$191,588 QoQ

Shares Held

1,666

+9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,096

of 3,420 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ullmann Wealth Partners Group, LLC holds $1,876,093 across 5 Aerospace & Defense names. GE ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	1,666	$622,634
2	RTX	RTX Corp	1,941	$368,265
3	RKLB	Rocket Lab Corp	3,158	$321,010
4	BA	Boeing Co	1,378	$298,295
5	LHX	L3harris Technologies, Inc. /De/	915	$265,889

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$622,634	1,666	+9.7%	Shares	Sole	2026-08-10
2026-03-31	$431,046	1,519	+2.4%	Shares	Sole	2026-04-13
2025-12-31	$456,808	1,483	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$445,514	1,481	+76.3%	Shares	Sole	2025-10-17
2025-06-30	$216,207	840	—	Shares	Sole	2025-07-11
No filing history on record for this holder in this stock.