Position in GE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,681,502
+$9,660,421 QoQ
Shares Held
66,041
+24.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#394
of 3,420 holders
Holding Since
Mar 2020
26 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, 2026Integrated Wealth Concepts LLC holds $144,433,297 across 68 Aerospace & Defense names. GE ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
145,580 | $27,620,893 | |
| 2 | GE |
General Electric Co
This page
|
66,041 | $24,681,502 | |
| 3 | LMT |
Lockheed Martin Corp
|
31,671 | $16,135,107 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
20,560 | $11,526,141 | |
| 5 | BA |
Boeing Co
|
50,401 | $10,910,304 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
57,241 | $9,780,197 | |
| 7 | GD |
General Dynamics Corp
|
25,942 | $9,189,694 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
25,181 | $5,567,015 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,681,502 | 66,041 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,021,081 | 52,934 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,141,098 | 29,676 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,742,809 | 39,036 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,283,027 | 36,066 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,392,190 | 31,937 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,262,391 | 31,551 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,011,176 | 31,876 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,153,966 | 32,421 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,568,689 | 31,725 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,532,669 | 27,679 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,074,283 | 27,809 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,782,610 | 25,331 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,419,062 | 25,304 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,243,025 | 14,835 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,026,035 | 16,573 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,056,031 | 16,586 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $608,566 | 6,651 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,863,042 | 19,721 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $2,040,302 | 19,803 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,395,802 | 103,700 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $1,714,857 | 130,606 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,141,884 | 105,730 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $561,280 | 90,093 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $509,667 | 74,622 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $474,200 | 59,723 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||