Centric Wealth Management

Position in GE — General Electric Co

CIK 1752761 CHICAGO, IL

Position in GE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$401,386

+$96,618 QoQ

Shares Held

1,074

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,526

of 3,418 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Centric Wealth Management holds $8,220,577 across 4 Aerospace & Defense names. GE ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	23,364	$4,432,851
2	LMT	Lockheed Martin Corp	6,208	$3,162,727
3	GE	General Electric Co This page	1,074	$401,386
4	BA	Boeing Co	1,033	$223,613

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,386	1,074	0.0%	Shares	Sole	2026-08-06
2026-03-31	$304,768	1,074	-4.7%	Shares	Sole	2026-05-12
2025-12-31	$347,149	1,127	-4.3%	Shares	Sole	2026-02-04
2025-09-30	$354,365	1,178	+3.2%	Shares	Sole	2025-11-04
2025-06-30	$293,939	1,142	+13.3%	Shares	Sole	2025-08-12
2025-03-31	$201,751	1,008	-57.7%	Shares	Sole	2025-05-15
2021-12-31	$225,027	2,382	-6.3%	Shares	Sole	2022-01-27
2021-09-30	$262,005	2,543	-98.1%	Shares	Sole	2021-10-06
2021-06-30	$1,761,296	130,854	-77.9%	Shares	Sole	2021-07-21
2021-03-31	$7,786,983	593,068	+3.9%	Shares	Sole	2021-04-14
2020-12-31	$6,163,057	570,653	+1993.4%	Shares	Sole	2021-02-16
2020-09-30	$169,823	27,259	+19.3%	Shares	Sole	2020-10-05
2020-06-30	$156,044	22,847	-16.2%	Shares	Sole	2020-07-29
2020-03-31	$216,436	27,259	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.