Position in GE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$390,174
+$156,348 QoQ
Shares Held
1,044
+26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,552
of 3,420 holders
Holding Since
Mar 2025
6 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, 2026Capital Planning LLC holds $7,989,569 across 2 Aerospace & Defense names. GE ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
35,106 | $7,599,395 | |
| 2 | GE |
General Electric Co
This page
|
1,044 | $390,174 |
All Filings in GE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,174 | 1,044 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $233,826 | 824 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $433,090 | 1,406 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $319,470 | 1,062 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $273,348 | 1,062 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $212,559 | 1,062 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||