Position in GE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,433,963
+$1,513,665 QoQ
Shares Held
22,567
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#647
of 3,412 holders
Holding Since
Mar 2020
25 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, 2026CreativeOne Wealth, LLC holds $31,957,236 across 15 Aerospace & Defense names. GE ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
22,567 | $8,433,963 | |
| 2 | RTX |
RTX Corp
|
29,515 | $5,599,880 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
18,978 | $5,102,424 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
6,505 | $3,646,767 | |
| 5 | BA |
Boeing Co
|
7,662 | $1,658,592 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
3,165 | $1,611,965 | |
| 7 | LMT |
Lockheed Martin Corp
|
3,160 | $1,609,893 | |
| 8 | RKLB |
Rocket Lab Corp
|
11,477 | $1,166,636 |
All Filings in GE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,433,963 | 22,567 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $6,920,298 | 24,387 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $9,195,618 | 29,853 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $10,518,772 | 34,967 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $9,478,644 | 36,826 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $7,221,811 | 36,082 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,458,963 | 26,734 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,336,208 | 22,994 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,168,112 | 19,929 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,259,603 | 7,176 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $507,329 | 3,975 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $386,150 | 3,493 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $442,805 | 4,031 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $301,331 | 3,152 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $352,169 | 4,203 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $224,671 | 3,629 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $214,504 | 3,369 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $340,471 | 3,721 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $548,114 | 5,802 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $519,785 | 5,045 | Shares | Other | 2021-11-16 | |
| 2021-03-31 | $768,143 | 58,503 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $686,491 | 63,564 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $143,432 | 23,023 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $163,134 | 23,885 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $223,748 | 28,180 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||