Position in GE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$392,416
+$99,566 QoQ
Shares Held
1,050
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,549
of 3,420 holders
Holding Since
Jun 2025
5 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, 2026Cypress Wealth Services, LLC holds $2,480,321 across 7 Aerospace & Defense names. GE ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,377 | $640,718 | |
| 2 | GE |
General Electric Co
This page
|
1,050 | $392,416 | |
| 3 | LMT |
Lockheed Martin Corp
|
767 | $390,755 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
1,139 | $318,794 | |
| 5 | BA |
Boeing Co
|
1,248 | $270,154 | |
| 6 | GD |
General Dynamics Corp
|
743 | $263,200 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
703 | $204,284 |
All Filings in GE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,416 | 1,050 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $292,850 | 1,032 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $361,011 | 1,172 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $310,446 | 1,032 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $257,904 | 1,002 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||