LIBERTY WEALTH MANAGEMENT LLC

Position in GE — General Electric Co

CIK 1769302 OAKLAND, CA

Position in GE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$531,070

+$127,833 QoQ

Shares Held

1,421

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,237

of 3,418 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $2,580,743 across 5 Aerospace & Defense names. GE ranks #3 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	1,547	$788,134
2	RTX	RTX Corp	3,730	$707,692
3	GE	General Electric Co This page	1,421	$531,070
4	BA	Boeing Co	1,848	$400,036
5	NOC	Northrop Grumman Corp /De/	302	$153,811

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,070	1,421	0.0%	Shares	Sole	2026-08-06
2026-03-31	$403,237	1,421	+1.6%	Shares	Sole	2026-05-12
2025-12-31	$430,625	1,398	-1.1%	Shares	Sole	2026-02-04
2025-09-30	$425,359	1,414	+8.1%	Shares	Sole	2025-10-31
2025-06-30	$336,666	1,308	+3.9%	Shares	Sole	2025-08-01
2025-03-31	$251,988	1,259	-14.4%	Shares	Sole	2025-05-12
2024-12-31	$245,181	1,470	-1.1%	Shares	Sole	2025-02-10
2024-09-30	$280,418	1,487	+9.3%	Shares	Sole	2024-11-04
2024-03-31	$238,896	1,361	+19.6%	Shares	Sole	2024-05-03
2021-09-30	$117,247	1,138	-90.6%	Shares	Sole	2021-11-15
2021-06-30	$162,946	12,106	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$159,122	12,119	0.0%	Shares	Sole	2021-05-17
2020-12-31	$130,885	12,119	+12.4%	Shares	Sole	2021-02-09
2020-09-30	$67,171	10,782	-0.6%	Shares	Sole	2020-11-05
2020-06-30	$74,050	10,842	-1.2%	Shares	Sole	2020-08-04
2020-03-31	$87,165	10,978	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.