Position in GE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,398,871
+$361,408 QoQ
Shares Held
3,743
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,474
of 3,420 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Dec 31, 2020CallValue
$345,600
CallShares
6,420
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Magnus Financial Group LLC holds $9,795,543 across 7 Aerospace & Defense names. GE ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
13,947 | $3,019,107 | |
| 2 | LMT |
Lockheed Martin Corp
|
5,705 | $2,906,469 | |
| 3 | RTX |
RTX Corp
|
9,069 | $1,720,661 | |
| 4 | GE |
General Electric Co
This page
|
3,743 | $1,398,871 | |
| 5 | AVAV |
AeroVironment Inc
|
1,661 | $274,181 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
479 | $243,959 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
864 | $232,295 |
All Filings in GE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,871 | 3,743 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,037,463 | 3,656 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,115,376 | 3,621 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,016,169 | 3,378 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $869,463 | 3,378 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $674,905 | 3,372 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $563,750 | 3,380 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $637,966 | 3,383 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $366,107 | 2,303 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $397,575 | 2,265 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $286,401 | 2,244 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $242,657 | 2,195 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $244,086 | 2,222 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $213,092 | 2,229 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $397,475 | 4,344 | Shares | Sole | 2022-05-12 | |
| 2020-12-31 | $259,286 | 24,008 | Shares | Sole | 2021-02-05 | |
| 2020-12-31 | $345,600 | 32,000 | Call | Sole | 2021-02-05 | |
| 2020-09-30 | $1,000 | 2,000 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $163,145 | 26,187 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $159,808 | 23,398 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $353,385 | 44,507 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||