Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,165,015
+$2,974 QoQ
Shares Held
5,793
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,216
of 3,418 holders
Holding Since
Mar 2023
14 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, 2026Advisor OS, LLC holds $33,251,662 across 12 Aerospace & Defense names. GE ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
48,628 | $24,766,725 | |
| 2 | RTX |
RTX Corp
|
14,599 | $2,769,866 | |
| 3 | GE |
General Electric Co
This page
|
5,793 | $2,165,015 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,897 | $966,444 | |
| 5 | BA |
Boeing Co
|
2,819 | $610,225 | |
| 6 | GD |
General Dynamics Corp
|
1,025 | $363,094 | |
| 7 | SARO |
StandardAero, Inc.
|
12,045 | $360,263 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,192 | $320,477 |
All Filings in GE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,165,015 | 5,793 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,162,041 | 7,619 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,266,790 | 7,359 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,350,605 | 7,814 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,717,045 | 6,671 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,278,356 | 6,387 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,024,421 | 6,142 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $915,741 | 4,856 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $504,092 | 3,171 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $549,231 | 3,129 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $485,885 | 3,807 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $444,850 | 4,024 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $472,023 | 4,297 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $265,766 | 2,780 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||