Xcel Wealth Management, LLC

Position in GE — General Electric Co

CIK 1791002 Holly Hill, FL

Position in GE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,807,358

+$446,681 QoQ

Shares Held

4,836

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#629

of 1,940 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $20,292,722 across 5 Aerospace & Defense names. GE ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	53,394	$11,558,199
2	SPCX	Space Exploration Technologies Corp	29,302	$5,006,539
3	GE	General Electric Co This page	4,836	$1,807,358
4	RTX	RTX Corp	7,766	$1,473,443
5	TXT	Textron Inc	4,875	$447,183

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,807,358	4,836	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$1,360,677	4,795	-73.6%	Shares	Sole	2026-04-21
2025-12-31	$5,589,204	18,145	0.0%	Shares	Sole	2026-01-26
2025-09-30	$5,458,378	18,145	+0.1%	Shares	Sole	2025-10-29
2025-06-30	$4,667,252	18,133	-0.2%	Shares	Sole	2025-07-15
2025-03-31	$3,635,524	18,164	-4.9%	Shares	Sole	2025-04-28
2024-12-31	$3,186,356	19,104	0.0%	Shares	Sole	2025-02-05
2024-09-30	$3,602,632	19,104	-0.4%	Shares	Sole	2024-10-21
2024-06-30	$3,048,885	19,179	+0.2%	Shares	Sole	2024-07-23
2023-12-31	$2,442,964	19,141	-0.5%	Shares	Sole	2024-01-29
2023-09-30	$2,127,201	19,242	-11.7%	Shares	Sole	2023-10-17
2023-06-30	$2,393,192	21,786	-16.8%	Shares	Sole	2023-07-26
2023-03-31	$2,502,043	26,172	-1.0%	Shares	Sole	2023-04-26
2022-12-31	$2,214,905	26,434	-30.0%	Shares	Sole	2023-02-15
2022-09-30	$2,338,218	37,768	-33.1%	Shares	Sole	2022-10-20
2022-06-30	$3,593,154	56,434	-12.2%	Shares	Sole	2022-07-26
2022-03-31	$5,880,517	64,268	-15.2%	Shares	Sole	2022-04-29
2021-12-31	$7,163,754	75,831	+1.9%	Shares	Sole	2022-02-03
2021-09-30	$7,670,683	74,451	-85.1%	Shares	Sole	2021-10-21
2021-06-30	$6,729,937	499,995	+35.0%	Shares	Sole	2021-07-15
2021-03-31	$4,861,750	370,278	+17.6%	Shares	Sole	2021-04-15
2020-12-31	$3,401,160	314,922	+5.8%	Shares	Sole	2021-01-13
2020-09-30	$1,854,810	297,722	-12.6%	Shares	Sole	2020-10-27
2020-06-30	$2,327,128	340,722	+24.4%	Shares	Sole	2020-07-10
2020-03-31	$2,175,351	273,974	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.