Position in GE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,593,312
+$1,972,708 QoQ
Shares Held
6,939
+217.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,120
of 3,418 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Synergy Asset Management, LLC holds $29,534,098 across 5 Aerospace & Defense names. GE ranks #2 (8.8% of the industry book) .
All Filings in GE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,593,312 | 6,939 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $620,604 | 2,187 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $730,339 | 2,371 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $12,796,280 | 42,538 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $4,916,921 | 19,103 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,056,789 | 25,265 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,044,281 | 48,230 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,348,654 | 23,060 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,295,446 | 8,149 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $363,698 | 2,072 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $263,300 | 2,063 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $228,064 | 2,063 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $210,143 | 1,913 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||