Joseph P. Lucia & Associates, LLC
Position in GE — General Electric Co
CIK 1775391
Yorktown Heights, NY
Position in GE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$254,883
+$45,115 QoQ
Shares Held
682
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,922
of 3,420 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Joseph P. Lucia & Associates, LLC holds $306,298 across 2 Aerospace & Defense names. GE ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
682 | $254,883 | |
| 2 | ACHR |
Archer Aviation Inc.
|
10,870 | $51,415 |
All Filings in GE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,883 | 682 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $209,768 | 681 | Shares | Sole | 2026-01-28 | |
| 2022-06-30 | $34,572 | 543 | Shares | Sole | 2022-07-26 | |
| 2021-09-30 | $70,060 | 680 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $80,437 | 5,976 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $82,220 | 6,262 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $66,279 | 6,137 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $67,111 | 9,826 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $79,884 | 10,061 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||