Insight Wealth Strategies, LLC

Position in GE — General Electric Co

CIK 1749914 SAN RAMON, CA

Position in GE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$506,404

+$152,260 QoQ

Shares Held

1,355

+8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,283

of 3,418 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Insight Wealth Strategies, LLC holds $12,853,843 across 3 Aerospace & Defense names. GE ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HII	Huntington Ingalls Industries, Inc.	22,484	$6,293,046
2	BWXT	BWX Technologies, Inc.	31,104	$6,054,393
3	GE	General Electric Co This page	1,355	$506,404

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$506,404	1,355	+8.6%	Shares	Sole	2026-07-10
2026-03-31	$354,144	1,248	+2.9%	Shares	Sole	2026-04-10
2025-12-31	$373,640	1,213	+6.9%	Shares	Sole	2026-01-02
2025-09-30	$341,430	1,135	+2.3%	Shares	Sole	2025-10-06
2025-06-30	$285,702	1,110	+1.5%	Shares	Sole	2025-07-07
2025-03-31	$218,964	1,094	+1.7%	Shares	Sole	2025-04-03
2024-09-30	$202,912	1,076	—	Shares	Sole	2024-10-07
No filing history on record for this holder in this stock.