Position in GE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$19,096,108
+$6,298,081 QoQ
Shares Held
51,096
+13.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#124
of 1,940 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Belpointe Asset Management LLC holds $37,980,930 across 18 Aerospace & Defense names. GE ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
51,096 | $19,096,108 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,764 | $3,445,987 | |
| 3 | RTX |
RTX Corp
|
14,657 | $2,780,872 | |
| 4 | BA |
Boeing Co
|
11,905 | $2,577,075 | |
| 5 | GD |
General Dynamics Corp
|
6,376 | $2,258,634 | |
| 6 | TXT |
Textron Inc
|
15,041 | $1,379,710 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,983 | $1,009,961 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
2,871 | $803,564 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,096,108 | 51,096 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $12,798,027 | 45,100 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $13,893,077 | 45,103 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $13,377,465 | 44,470 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,827,842 | 45,953 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,436,071 | 47,145 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $8,071,635 | 48,394 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,174,228 | 48,649 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,332,491 | 46,125 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $8,064,901 | 45,946 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,886,548 | 46,122 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,106,412 | 46,191 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,083,309 | 46,275 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,160,440 | 33,059 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $647,110 | 7,723 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $481,907 | 7,784 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $492,487 | 7,735 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $751,946 | 8,218 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $908,234 | 9,614 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $824,548 | 8,003 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $928,404 | 68,975 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $872,777 | 66,472 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,290,946 | 119,532 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $704,370 | 113,061 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $822,037 | 120,357 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $804,305 | 101,298 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||