Legacy Capital Wealth Partners, LLC
Position in GE — General Electric Co
CIK 1766228
LITTLE ROCK, AR
Position in GE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$240,308
+$16,698 QoQ
Shares Held
643
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,980
of 3,420 holders
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $3,116,236 across 8 Aerospace & Defense names. GE ranks #7 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,691 | $700,293 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,151 | $586,388 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
1,530 | $444,602 | |
| 4 | HEI |
Heico Corp
|
1,620 | $417,814 | |
| 5 | GD |
General Dynamics Corp
|
937 | $331,922 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
1,918 | $327,709 | |
| 7 | GE |
General Electric Co
This page
|
643 | $240,308 | |
| 8 | MNTS |
Momentus Inc.
|
10,000 | $67,200 |
All Filings in GE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,308 | 643 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $223,610 | 788 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $202,375 | 657 | Shares | Sole | 2026-01-16 | |
| 2024-09-30 | $210,078 | 1,114 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||