Heartwood Wealth Advisors LLC

Position in GE — General Electric Co

CIK 1794935 RICHMOND, VA

Position in GE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$263,479

+$27,837 QoQ

Shares Held

705

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,880

of 3,420 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heartwood Wealth Advisors LLC holds $2,620,500 across 5 Aerospace & Defense names. GE ranks #5 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HWM	Howmet Aerospace Inc.	3,113	$836,961
2	CW	Curtiss Wright Corp	850	$644,096
3	RTX	RTX Corp	2,944	$558,565
4	GD	General Dynamics Corp	896	$317,399
5	GE	General Electric Co This page	705	$263,479

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,479	705	-7.8%	Shares	Sole	2026-07-17
2025-12-31	$235,642	765	-8.5%	Shares	Sole	2026-01-12
2025-09-30	$251,485	836	—	Shares	Sole	2025-10-06
No filing history on record for this holder in this stock.