Position in GE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,742,665
+$2,503,131 QoQ
Shares Held
23,393
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#643
of 3,420 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Dec 31, 2024CallValue
$16,679
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $63,781,340 across 19 Aerospace & Defense names. GE ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
61,973 | $10,588,706 | |
| 2 | RTX |
RTX Corp
|
53,023 | $10,060,053 | |
| 3 | GE |
General Electric Co
This page
|
23,393 | $8,742,665 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
23,668 | $6,363,378 | |
| 5 | GD |
General Dynamics Corp
|
12,347 | $4,373,801 | |
| 6 | BA |
Boeing Co
|
18,535 | $4,012,271 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
12,917 | $3,494,436 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
13,754 | $3,040,734 |
All Filings in GE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,742,665 | 23,393 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,239,534 | 21,988 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,077,874 | 16,485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,500,115 | 8,311 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $680,281 | 2,643 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $449,737 | 2,247 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $16,679 | 100 | Call | Sole | 2026-02-03 | |
| 2024-12-31 | $950,869 | 5,701 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $258,543 | 1,371 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $18,858 | 100 | Call | Sole | 2026-02-03 | |
| 2024-06-30 | $485,335 | 3,053 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $298,752 | 1,702 | Shares | Sole | 2026-02-03 | |
| 2020-12-31 | $137,008 | 12,686 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||