MinichMacGregor Wealth Management, LLC
Position in GE — General Electric Co
CIK 1744318
Saratoga Springs, NY
Position in GE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,536,233
+$989,114 QoQ
Shares Held
9,462
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#976
of 3,420 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026MinichMacGregor Wealth Management, LLC holds $15,921,513 across 8 Aerospace & Defense names. GE ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
22,870 | $8,146,065 | |
| 2 | GE |
General Electric Co
This page
|
9,462 | $3,536,233 | |
| 3 | LMT |
Lockheed Martin Corp
|
5,642 | $2,874,373 | |
| 4 | RKLB |
Rocket Lab Corp
|
3,102 | $315,318 | |
| 5 | CW |
Curtiss Wright Corp
|
380 | $287,948 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
500 | $280,305 | |
| 7 | BWXT |
BWX Technologies, Inc.
|
1,412 | $274,845 | |
| 8 | RTX |
RTX Corp
|
1,088 | $206,426 |
All Filings in GE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,536,233 | 9,462 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,547,119 | 8,976 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,040,872 | 9,872 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,980,223 | 9,907 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,489,733 | 9,673 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,941,655 | 9,701 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,633,207 | 9,792 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,701,368 | 9,022 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,397,982 | 8,794 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,530,972 | 8,722 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,078,983 | 8,454 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $898,770 | 8,130 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $878,360 | 7,996 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $740,517 | 7,746 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $649,372 | 7,750 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $451,509 | 7,293 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $540,876 | 8,495 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $789,003 | 8,623 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $882,160 | 9,338 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,505,173 | 24,315 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $765,578 | 56,878 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $684,125 | 52,104 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $684,677 | 63,396 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $425,764 | 68,341 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $470,217 | 68,846 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||