Position in GE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,035,162
+$1,215,056 QoQ
Shares Held
10,797
+8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#911
of 3,420 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Dec 31, 2021CallValue
$377,879
CallShares
6,420
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $11,252,590 across 6 Aerospace & Defense names. GE ranks #2 (35.9% of the industry book) .
All Filings in GE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,035,162 | 10,797 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,820,106 | 9,938 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,010,685 | 9,774 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,933,897 | 9,753 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,686,379 | 10,437 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,999,298 | 9,989 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,389,694 | 8,332 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,610,850 | 8,542 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,273,190 | 8,009 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $976,297 | 5,562 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $217,226 | 1,702 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $216,429 | 2,583 | Shares | Sole | 2023-01-17 | |
| 2022-03-31 | $259,676 | 2,838 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $268,105 | 2,838 | Shares | Sole | 2022-01-13 | |
| 2021-12-31 | $377,879 | 4,000 | Call | Sole | 2022-01-13 | |
| 2021-09-30 | $310,429 | 3,013 | Shares | Sole | 2021-10-08 | |
| 2021-09-30 | $412,119 | 4,000 | Call | Sole | 2021-10-08 | |
| 2021-06-30 | $13,460 | 1,000 | Call | Sole | 2021-07-13 | |
| 2021-06-30 | $335,934 | 24,958 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $369,058 | 28,108 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $321,959 | 29,811 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $173,860 | 27,907 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $194,757 | 28,515 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $232,760 | 29,315 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||