Position in GE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,959
+$2,879 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,360
of 3,412 holders
Holding Since
Mar 2020
19 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, 2026Carolina Wealth Advisors, LLC holds $2,176,279 across 8 Aerospace & Defense names. GE ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
4,046 | $2,061,275 | |
| 2 | RTX |
RTX Corp
|
170 | $32,254 | |
| 3 | BWXT |
BWX Technologies, Inc.
|
112 | $21,800 | |
| 4 | GD |
General Dynamics Corp
|
40 | $14,169 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
52 | $13,980 | |
| 6 | GE |
General Electric Co
This page
|
32 | $11,959 | |
| 7 | TDG |
TransDigm Group INC
|
8 | $10,656 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
20 | $10,186 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,959 | 32 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,080 | 32 | Shares | Sole | 2026-04-07 | |
| 2024-03-31 | $5,265 | 30 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $26,036 | 204 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $19,235 | 174 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $19,113 | 174 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $16,634 | 174 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $14,579 | 174 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $10,772 | 174 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $11,078 | 174 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $15,920 | 174 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,437 | 174 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $17,927 | 174 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $26,247 | 1,950 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $25,603 | 1,950 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $15,379 | 1,424 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,871 | 1,424 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $9,725 | 1,424 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $11,306 | 1,424 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||