Position in GE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$46,716
+$19,191 QoQ
Shares Held
125
+28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,304
of 3,420 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $9,713,481 across 9 Aerospace & Defense names. GE ranks #3 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAR |
Loar Holdings Inc.
|
118,000 | $9,511,980 | |
| 2 | BA |
Boeing Co
|
300 | $64,941 | |
| 3 | GE |
General Electric Co
This page
|
125 | $46,716 | |
| 4 | LMT |
Lockheed Martin Corp
|
57 | $29,039 | |
| 5 | GD |
General Dynamics Corp
|
76 | $26,922 | |
| 6 | TDG |
TransDigm Group INC
|
19 | $25,308 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
25 | $7,264 | |
| 8 | VVX |
V2X, Inc.
|
13 | $969 |
All Filings in GE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,716 | 125 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $27,525 | 97 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $29,878 | 97 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $38,504 | 128 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $32,945 | 128 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $25,419 | 127 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $21,182 | 127 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $23,949 | 127 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $15,420 | 97 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $17,026 | 97 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $12,380 | 97 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||