Position in GE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$252,641
+$47,760 QoQ
Shares Held
676
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,930
of 3,420 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Live Oak Private Wealth LLC holds $25,880,060 across 7 Aerospace & Defense names. GE ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
62,917 | $11,937,242 | |
| 2 | BA |
Boeing Co
|
36,831 | $7,972,806 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
22,456 | $4,958,284 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
1,103 | $308,718 | |
| 5 | GE |
General Electric Co
This page
|
676 | $252,641 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
476 | $242,431 | |
| 7 | GD |
General Dynamics Corp
|
587 | $207,938 |
All Filings in GE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,641 | 676 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $204,881 | 722 | Shares | Sole | 2026-04-20 | |
| 2024-06-30 | $272,633 | 1,715 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $301,033 | 1,715 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $218,885 | 1,715 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $200,695 | 1,827 | Shares | Sole | 2023-08-07 | |
| 2021-06-30 | $207,028 | 15,381 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $208,110 | 15,850 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $190,663 | 17,654 | Shares | Sole | 2021-01-26 | |
| 2020-03-31 | $92,651 | 11,669 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||