Position in GE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,950,072
-$267,609 QoQ
Shares Held
10,396
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Geneos Wealth Management Inc. holds $17,217,003 across 25 Aerospace & Defense names. GE ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
19,116 | $3,687,476 | |
| 2 | GE |
General Electric Co
This page
|
10,396 | $2,950,072 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
11,504 | $2,651,211 | |
| 4 | GD |
General Dynamics Corp
|
6,891 | $2,365,129 | |
| 5 | BA |
Boeing Co
|
9,011 | $1,793,459 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,801 | $1,088,506 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
2,370 | $1,006,515 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
873 | $595,595 |
All Filings in GE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,950,072 | 10,396 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,217,681 | 10,446 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,143,268 | 10,449 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,102,281 | 15,938 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,751,112 | 8,749 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,347,329 | 8,078 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,523,914 | 8,081 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $571,179 | 3,593 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $467,753 | 3,339 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $437,995 | 4,300 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $469,550 | 5,322 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $459,476 | 5,241 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $266,657 | 3,495 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $277,195 | 5,310 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $212,526 | 5,510 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $966,498 | 24,365 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,419,734 | 24,905 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||