Position in GE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,603,126
+$368,442 QoQ
Shares Held
9,641
-15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#973
of 3,436 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $20,218,129 across 63 Aerospace & Defense names. GE ranks #1 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
9,641 | $3,603,126 | |
| 2 | RTX |
RTX Corp
|
11,749 | $2,229,133 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
3,666 | $2,055,191 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,795 | $1,933,395 | |
| 5 | BA |
Boeing Co
|
7,008 | $1,517,015 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
7,496 | $1,280,763 | |
| 7 | GD |
General Dynamics Corp
|
3,435 | $1,216,808 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,370 | $697,748 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,603,126 | 9,641 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,234,684 | 11,399 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,900,404 | 9,416 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,666,164 | 8,863 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,256,020 | 8,765 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,987,886 | 9,932 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,318,969 | 7,908 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,133,362 | 6,010 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $851,915 | 5,359 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $875,541 | 4,988 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $286,015 | 2,241 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $256,915 | 2,324 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $266,714 | 2,428 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $204,296 | 2,137 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $149,059 | 1,779 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $103,202 | 1,667 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $54,692 | 859 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $61,119 | 668 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $59,136 | 626 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||