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Equibles

Geneos Wealth Management Inc.

Position in GE — General Electric Co

CIK 1764754 ENGLEWOOD, CO
Back to GE Full portfolio

Position in GE

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,924,538
+$974,466 QoQ
Shares Held
10,501
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#930
of 3,437 holders
Holding Since
Mar 2020
24 quarters on record

Common Shares in GE Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $25,739,782 across 26 Aerospace & Defense names. GE ranks #2 (15.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LMT
Lockheed Martin Corp
 15,965 $8,133,528
2 GE
General Electric Co
This page 		10,501 $3,924,538
3 RTX
RTX Corp
 19,281 $3,658,184
4 HWM
Howmet Aerospace Inc.
 10,150 $2,728,929
5 GD
General Dynamics Corp
 7,025 $2,488,536
6 BA
Boeing Co
 8,818 $1,908,832
7 AXON
Axon Enterprise, Inc.
 2,347 $1,315,751
8 NOC
Northrop Grumman Corp /De/
 1,078 $549,036

All Filings in GE

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,924,538 10,501
2026-03-31 $2,950,072 10,396
2025-12-31 $3,217,681 10,446
2025-09-30 $3,143,268 10,449
2025-06-30 $4,102,281 15,938
2025-03-31 $1,324,792 6,619
2024-12-31 $1,347,329 8,078
2024-09-30 $1,523,914 8,081
2024-06-30 $571,179 3,593
2024-03-31 $586,094 3,339
2023-12-31 $548,808 4,300
2023-09-30 $588,346 5,322
2023-06-30 $575,723 5,241
2023-03-31 $334,122 3,495
2022-12-31 $444,925 5,310
2022-09-30 $341,124 5,510
2022-06-30 $1,551,320 24,365
2022-03-31 $2,278,805 24,905
2021-06-30 $3,167,934 235,359
2021-03-31 $3,518,249 267,955
2020-12-31 $3,031,648 280,708
2020-09-30 $1,628,212 261,350
2020-06-30 $2,040,985 298,827
2020-03-31 $2,238,554 281,934