Bell & Brown Wealth Advisors, LLC
Position in GE — General Electric Co
CIK 1725362
NEWPORT BEACH, CA
Position in GE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,333,094
+$309,820 QoQ
Shares Held
3,567
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,510
of 3,420 holders
Holding Since
Mar 2020
18 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, 2026Bell & Brown Wealth Advisors, LLC holds $15,083,124 across 5 Aerospace & Defense names. GE ranks #3 (8.8% of the industry book) .
All Filings in GE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,333,094 | 3,567 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,023,274 | 3,606 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,120,613 | 3,638 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $1,165,677 | 3,875 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,013,859 | 3,939 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $813,409 | 4,064 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $675,999 | 4,053 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $731,313 | 3,878 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $617,280 | 3,883 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $695,098 | 3,960 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $547,787 | 4,292 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $416,551 | 3,792 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $358,500 | 3,750 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $320,999 | 3,831 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $291,335 | 3,184 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $314,112 | 3,325 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $348,962 | 3,387 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $791,601 | 99,698 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||