Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,039,172
+$758,229 QoQ
Shares Held
8,132
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,049
of 3,420 holders
Holding Since
Mar 2020
25 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, 2026Legacy Financial Advisors, Inc. holds $10,265,836 across 12 Aerospace & Defense names. GE ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
8,132 | $3,039,172 | |
| 2 | BA |
Boeing Co
|
10,610 | $2,296,746 | |
| 3 | RTX |
RTX Corp
|
8,793 | $1,668,295 | |
| 4 | GD |
General Dynamics Corp
|
1,915 | $678,369 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,077 | $548,688 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,858 | $410,766 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,517 | $407,860 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
643 | $327,486 |
All Filings in GE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,039,172 | 8,132 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,280,943 | 8,038 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,353,041 | 7,639 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,313,606 | 7,691 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,875,600 | 7,287 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,418,663 | 7,088 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,135,005 | 6,805 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,153,355 | 6,116 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,092,441 | 6,872 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,153,056 | 6,569 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $802,664 | 6,289 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $654,787 | 5,923 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $590,883 | 5,379 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $420,162 | 4,395 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $348,817 | 4,163 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $252,159 | 4,073 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $236,725 | 3,718 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $399,946 | 4,371 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $348,972 | 3,694 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $452,919 | 4,396 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $488,006 | 36,256 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $409,170 | 31,163 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $323,600 | 29,963 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $172,888 | 27,751 | Shares | Sole | 2020-11-09 | |
| 2020-03-31 | $238,969 | 30,097 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||