XML Financial, LLC

Position in GE — General Electric Co

CIK 1800465 BETHESDA, MD

Position in GE

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

Position Value

$2,703,189

+$585,130 QoQ

Shares Held

7,233

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,102

of 3,418 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

XML Financial, LLC holds $23,810,904 across 11 Aerospace & Defense names. GE ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	47,635	$9,037,788
2	LMT	Lockheed Martin Corp	6,931	$3,531,067
3	GE	General Electric Co This page	7,233	$2,703,189
4	LHX	L3harris Technologies, Inc. /De/	8,951	$2,601,071
5	GD	General Dynamics Corp	5,692	$2,016,334
6	BA	Boeing Co	8,380	$1,814,018
7	HWM	Howmet Aerospace Inc.	2,905	$781,038
8	HONA	Honeywell Aerospace Inc.	3,127	$690,441

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,703,189	7,233	-3.1%	Shares	Sole	2026-07-24
2026-03-31	$2,118,059	7,464	+0.2%	Shares	Sole	2026-04-16
2025-12-31	$2,295,439	7,452	+28.8%	Shares	Sole	2026-02-11
2025-09-30	$1,739,942	5,784	+0.9%	Shares	Sole	2025-10-20
2025-06-30	$1,474,844	5,730	+4.0%	Shares	Sole	2025-07-17
2025-03-31	$1,103,226	5,512	-3.9%	Shares	Sole	2025-04-22
2024-12-31	$956,874	5,737	+4.1%	Shares	Sole	2025-01-17
2024-09-30	$1,039,264	5,511	+5.1%	Shares	Sole	2024-11-01
2024-06-30	$833,320	5,242	+0.1%	Shares	Sole	2024-07-22
2024-03-31	$919,075	5,236	-3.6%	Shares	Sole	2024-05-15
2023-12-31	$693,158	5,431	0.0%	Shares	Sole	2024-02-14
2023-09-30	$600,396	5,431	+1.9%	Shares	Sole	2023-11-06
2023-06-30	$585,500	5,330	+1.0%	Shares	Sole	2023-08-07
2023-03-31	$504,481	5,277	-2.2%	Shares	Sole	2023-05-15
2022-12-31	$452,047	5,395	0.0%	Shares	Sole	2023-02-10
2022-09-30	$334,004	5,395	+22.6%	Shares	Sole	2022-11-04
2022-06-30	$280,275	4,402	-1.1%	Shares	Sole	2022-08-01
2022-03-31	$407,266	4,451	+25.0%	Shares	Sole	2022-05-02
2021-12-31	$336,407	3,561	-34.0%	Shares	Sole	2022-02-01
2021-09-30	$555,743	5,394	-83.8%	Shares	Sole	2021-11-01
2021-06-30	$448,904	33,351	-1.2%	Shares	Sole	2021-08-10
2021-03-31	$443,399	33,770	+11.0%	Shares	Sole	2021-05-14
2020-12-31	$328,471	30,414	+50.3%	Shares	Sole	2021-02-08
2020-09-30	$126,107	20,242	-31.4%	Shares	Sole	2020-11-13
2020-06-30	$201,409	29,489	-15.5%	Shares	Sole	2020-07-31
2020-03-31	$277,097	34,899	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.