Foundations Investment Advisors, LLC
EndowmentPosition in GE — General Electric Co
CIK 1743404
PHOENIX, AZ
Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,290,521
+$1,339,592 QoQ
Shares Held
14,156
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#800
of 3,420 holders
Holding Since
Mar 2022
18 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, 2026Foundations Investment Advisors, LLC holds $75,602,817 across 16 Aerospace & Defense names. GE ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
228,910 | $43,431,093 | |
| 2 | RKLB |
Rocket Lab Corp
|
94,052 | $9,560,384 | |
| 3 | GE |
General Electric Co
This page
|
14,156 | $5,290,521 | |
| 4 | LMT |
Lockheed Martin Corp
|
10,205 | $5,199,038 | |
| 5 | BA |
Boeing Co
|
15,611 | $3,379,312 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
2,641 | $1,480,571 | |
| 7 | GD |
General Dynamics Corp
|
3,609 | $1,278,451 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
2,208 | $1,124,556 |
All Filings in GE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,290,521 | 14,156 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,950,929 | 13,923 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $4,139,615 | 13,439 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,884,789 | 12,914 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,016,868 | 11,721 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,913,634 | 9,561 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,973,125 | 11,830 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,954,443 | 10,364 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,566,013 | 9,851 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,496,387 | 14,222 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,668,378 | 13,072 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,444,224 | 13,064 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,196,486 | 10,892 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $685,260 | 7,168 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $608,483 | 7,262 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $435,351 | 7,032 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $454,540 | 7,139 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $634,643 | 6,936 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||