Financial Gravity Asset Management, Inc.
Position in GE — General Electric Co
CIK 1741736
Lakeway, TX
Position in GE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$239,218
-$9,054 QoQ
Shares Held
843
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $3,791,052 across 5 Aerospace & Defense names. GE ranks #3 (6.3% of the industry book) .
All Filings in GE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,218 | 843 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $248,272 | 806 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $242,460 | 806 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $164,323 | 821 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $7,372 | 42 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $5,360 | 42 | Shares | Sole | 2024-06-26 | |
| 2023-06-30 | $216 | 110 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $32 | 84 | Shares | Sole | 2023-02-15 | |
| 2020-03-31 | $9,502 | 1,197 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||