Position in GE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,331,973
+$360,061 QoQ
Shares Held
3,564
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,511
of 3,420 holders
Holding Since
Mar 2020
21 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, 2026Acorn Wealth Advisors, LLC holds $4,437,026 across 7 Aerospace & Defense names. GE ranks #1 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
3,564 | $1,331,973 | |
| 2 | RTX |
RTX Corp
|
4,672 | $886,418 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
3,386 | $578,531 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
2,146 | $576,973 | |
| 5 | LMT |
Lockheed Martin Corp
|
916 | $466,665 | |
| 6 | BA |
Boeing Co
|
1,389 | $300,676 | |
| 7 | GD |
General Dynamics Corp
|
835 | $295,790 |
All Filings in GE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331,973 | 3,564 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $971,912 | 3,425 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,030,976 | 3,347 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $971,347 | 3,229 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $766,764 | 2,979 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $548,010 | 2,738 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $463,342 | 2,778 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $507,091 | 2,689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $436,690 | 2,747 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $322,624 | 1,838 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $234,583 | 1,838 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $212,587 | 1,923 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $210,582 | 1,917 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $202,194 | 2,115 | Shares | Sole | 2023-05-09 | |
| 2021-12-31 | $203,299 | 2,152 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $231,920 | 2,251 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $262,980 | 20,029 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $217,879 | 20,174 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $120,351 | 19,318 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $131,812 | 19,299 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $135,678 | 17,088 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||