Position in GE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$274,317
+$69,152 QoQ
Shares Held
734
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,842
of 3,420 holders
Holding Since
Mar 2020
18 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, 2026Clearstead Trust, LLC holds $5,172,192 across 24 Aerospace & Defense names. GE ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTAI |
FTAI Aviation Ltd.
|
6,379 | $1,725,710 | |
| 2 | RTX |
RTX Corp
|
4,808 | $912,221 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
3,261 | $720,941 | |
| 4 | LMT |
Lockheed Martin Corp
|
738 | $375,981 | |
| 5 | GD |
General Dynamics Corp
|
815 | $288,705 | |
| 6 | GE |
General Electric Co
This page
|
734 | $274,317 | |
| 7 | AVAV |
AeroVironment Inc
|
1,500 | $247,605 | |
| 8 | MOG-A |
Moog Inc.
|
469 | $198,780 |
All Filings in GE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,317 | 734 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $205,165 | 723 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $222,705 | 723 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $229,525 | 763 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $210,030 | 816 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $157,518 | 787 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $134,766 | 808 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $152,372 | 808 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $128,447 | 808 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $147,971 | 843 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $118,057 | 925 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $102,258 | 925 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $101,611 | 925 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $85,084 | 890 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $82,868 | 989 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $67,729 | 1,094 | Shares | Sole | 2022-11-14 | |
| 2020-06-30 | $2,219 | 325 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,580 | 325 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||