Monte Financial Group, LLC

Position in GE — General Electric Co

CIK 1755651 GUILFORD, CT

Position in GE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,430,264

+$364,708 QoQ

Shares Held

3,827

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,459

of 3,420 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Monte Financial Group, LLC holds $9,595,658 across 4 Aerospace & Defense names. GE ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	40,180	$7,623,351
2	GE	General Electric Co This page	3,827	$1,430,264
3	BA	Boeing Co	1,494	$323,406
4	AXON	Axon Enterprise, Inc.	390	$218,637

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,430,264	3,827	+1.9%	Shares	Sole	2026-08-07
2026-03-31	$1,065,556	3,755	-0.4%	Shares	Sole	2026-05-14
2025-12-31	$1,161,273	3,770	+1.2%	Shares	Sole	2026-01-22
2025-09-30	$1,120,855	3,726	-1.8%	Shares	Sole	2025-10-31
2025-06-30	$976,537	3,794	+1.7%	Shares	Sole	2025-07-23
2025-03-31	$746,359	3,729	+0.4%	Shares	Sole	2025-04-22
2024-12-31	$619,458	3,714	0.0%	Shares	Sole	2025-01-21
2024-09-30	$700,386	3,714	0.0%	Shares	Sole	2024-10-22
2024-06-30	$590,414	3,714	-1.8%	Shares	Sole	2024-07-22
2024-03-31	$663,854	3,782	-0.5%	Shares	Sole	2024-04-29
2023-12-31	$485,121	3,801	0.0%	Shares	Sole	2024-01-22
2023-09-30	$420,200	3,801	-6.4%	Shares	Sole	2023-10-24
2023-06-30	$446,320	4,063	-7.4%	Shares	Sole	2023-07-25
2023-03-31	$419,301	4,386	-0.3%	Shares	Sole	2023-04-26
2022-12-31	$368,508	4,398	0.0%	Shares	Sole	2023-01-23
2022-09-30	$272,280	4,398	-1.1%	Shares	Sole	2022-10-24
2022-06-30	$283,204	4,448	-1.7%	Shares	Sole	2022-07-20
2022-03-31	$413,854	4,523	-9.0%	Shares	Sole	2022-04-22
2021-12-31	$469,704	4,972	-9.1%	Shares	Sole	2022-01-26
2021-09-30	$563,470	5,469	-87.5%	Shares	Sole	2021-10-25
2021-06-30	$589,292	43,781	+78.1%	Shares	Sole	2021-10-25
2021-03-31	$322,748	24,581	0.0%	Shares	Sole	2021-04-30
2020-12-31	$265,475	24,581	+4.7%	Shares	Sole	2021-02-03
2020-09-30	$146,205	23,468	-16.0%	Shares	Sole	2020-11-03
2020-06-30	$190,905	27,951	-0.3%	Shares	Sole	2020-08-03
2020-03-31	$222,637	28,040	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.