Position in GE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$579,174
-$77,853 QoQ
Shares Held
2,041
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $18,869,359 across 23 Aerospace & Defense names. GE ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
84,632 | $16,325,512 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,053 | $636,422 | |
| 3 | GE |
General Electric Co
This page
|
2,041 | $579,174 | |
| 4 | BA |
Boeing Co
|
1,650 | $328,399 | |
| 5 | GD |
General Dynamics Corp
|
734 | $251,923 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
300 | $204,672 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
369 | $127,360 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
525 | $120,991 |
All Filings in GE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $579,174 | 2,041 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $657,027 | 2,133 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $420,847 | 1,399 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $372,185 | 1,446 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $238,176 | 1,428 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $251,188 | 1,332 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $202,561 | 1,154 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||