Gladstone Institutional Advisory LLC
Position in GE — General Electric Co
CIK 1766530
Bedminster, NJ
Position in GE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,086,566
+$1,514,180 QoQ
Shares Held
16,286
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#745
of 3,420 holders
Holding Since
Mar 2020
26 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, 2026Gladstone Institutional Advisory LLC holds $30,649,294 across 13 Aerospace & Defense names. GE ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
23,707 | $6,373,864 | |
| 2 | RTX |
RTX Corp
|
33,286 | $6,315,352 | |
| 3 | GE |
General Electric Co
This page
|
16,286 | $6,086,566 | |
| 4 | BA |
Boeing Co
|
17,207 | $3,724,799 | |
| 5 | LMT |
Lockheed Martin Corp
|
5,598 | $2,851,957 | |
| 6 | GD |
General Dynamics Corp
|
3,987 | $1,412,354 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
6,259 | $1,069,412 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2,739 | $795,926 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,086,566 | 16,286 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,572,386 | 16,113 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,711,184 | 18,541 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,106,872 | 23,625 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,939,056 | 19,189 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,343,305 | 16,704 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,404,277 | 14,415 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,045,189 | 16,148 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,607,186 | 10,110 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,655,423 | 9,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,161,177 | 9,098 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,035,742 | 9,369 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,007,763 | 9,174 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,079,993 | 11,297 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $270,474 | 3,228 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $216,870 | 3,503 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $262,638 | 4,125 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $443,134 | 4,843 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $447,598 | 4,738 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $401,816 | 3,900 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $8,605 | 79,913 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $1,255,201 | 95,598 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $311,882 | 28,878 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $147,283 | 23,641 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $171,842 | 25,160 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $227,837 | 28,695 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||