Cooper Financial Group

Position in GE — General Electric Co

CIK 1751581 IRVINE, CA

Position in GE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,939,284

+$759,936 QoQ

Shares Held

5,189

+24.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,266

of 3,412 holders

Holding Since

Jun 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cooper Financial Group holds $8,495,050 across 9 Aerospace & Defense names. GE ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	11,740	$2,227,430
2	GE	General Electric Co This page	5,189	$1,939,284
3	LMT	Lockheed Martin Corp	2,112	$1,075,979
4	BWXT	BWX Technologies, Inc.	3,988	$776,264
5	BA	Boeing Co	3,081	$666,944
6	NOC	Northrop Grumman Corp /De/	1,300	$662,103
7	HWM	Howmet Aerospace Inc.	2,389	$642,306
8	CW	Curtiss Wright Corp	344	$260,669

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,939,284	5,189	+24.9%	Shares	Sole	2026-07-08
2026-03-31	$1,179,348	4,156	-4.4%	Shares	Sole	2026-04-07
2025-12-31	$1,339,314	4,348	-8.7%	Shares	Sole	2026-01-08
2025-09-30	$1,431,903	4,760	+19.6%	Shares	Sole	2025-10-07
2025-06-30	$1,024,412	3,980	+48.1%	Shares	Sole	2025-07-18
2025-03-31	$538,003	2,688	+19.1%	Shares	Sole	2025-05-12
2024-12-31	$376,445	2,257	+40.1%	Shares	Sole	2025-01-13
2024-09-30	$303,802	1,611	+10.8%	Shares	Sole	2024-11-14
2024-06-30	$231,142	1,454	+8.8%	Shares	Sole	2024-07-15
2024-03-31	$234,683	1,337	-92.7%	Shares	Sole	2024-04-11
2021-06-30	$246,681	18,327	-1.8%	Shares	Sole	2021-07-12
2021-03-31	$244,992	18,659	-19.6%	Shares	Sole	2021-05-17
2020-12-31	$250,592	23,203	+23.1%	Shares	Sole	2021-02-16
2020-09-30	$117,404	18,845	+75.8%	Shares	Sole	2020-10-09
2020-06-30	$73,231	10,722	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.