Position in GE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$639,078
+$99,064 QoQ
Shares Held
1,710
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,077
of 3,420 holders
Holding Since
Mar 2025
6 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, 2026Garrett Wealth Advisory Group, LLC holds $4,661,543 across 5 Aerospace & Defense names. GE ranks #3 (13.7% of the industry book) .
All Filings in GE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,078 | 1,710 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $540,014 | 1,903 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $374,256 | 1,215 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $312,852 | 1,040 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $267,685 | 1,040 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $202,351 | 1,011 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||