Position in GE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,352,528
+$329,254 QoQ
Shares Held
3,619
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,496
of 3,420 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $3,695,090 across 21 Aerospace & Defense names. GE ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
3,619 | $1,352,528 | |
| 2 | RTX |
RTX Corp
|
3,575 | $678,284 | |
| 3 | CW |
Curtiss Wright Corp
|
410 | $310,681 | |
| 4 | LMT |
Lockheed Martin Corp
|
559 | $284,788 | |
| 5 | GD |
General Dynamics Corp
|
797 | $282,329 | |
| 6 | TDG |
TransDigm Group INC
|
117 | $155,848 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
525 | $141,151 | |
| 8 | LUNR |
Intuitive Machines, Inc.
|
6,000 | $128,340 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,352,528 | 3,619 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,023,274 | 3,606 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,103,979 | 3,584 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,141,311 | 3,794 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $976,537 | 3,794 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $699,324 | 3,494 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $585,432 | 3,510 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $669,647 | 3,551 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $619,029 | 3,894 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $683,513 | 3,894 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $489,460 | 3,835 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $425,617 | 3,850 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $436,324 | 3,972 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $379,723 | 3,972 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $323,345 | 3,859 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $261,941 | 4,231 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $344,964 | 5,418 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $485,864 | 5,310 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $498,707 | 5,279 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $550,489 | 5,343 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $619,295 | 46,010 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $604,111 | 46,010 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $451,764 | 41,830 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $275,789 | 44,268 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $302,350 | 44,268 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $348,327 | 43,870 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||