Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,141,745
+$321,366 QoQ
Shares Held
3,055
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,631
of 3,430 holders
Holding Since
Mar 2020
21 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, 2026Beacon Financial Advisory LLC holds $4,536,923 across 9 Aerospace & Defense names. GE ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
3,055 | $1,141,745 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
2,064 | $1,051,215 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,041 | $530,347 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
2,487 | $484,094 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
2,467 | $421,511 | |
| 6 | CW |
Curtiss Wright Corp
|
329 | $249,303 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
871 | $234,177 | |
| 8 | RKLB |
Rocket Lab Corp
|
2,199 | $223,528 |
All Filings in GE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,745 | 3,055 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $820,379 | 2,891 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $862,792 | 2,801 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $940,964 | 3,128 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $869,206 | 3,377 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $366,074 | 1,829 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $200,148 | 1,200 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $219,318 | 1,163 | Shares | Sole | 2024-10-30 | |
| 2023-03-31 | $630,482 | 6,595 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $559,801 | 6,681 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $425,755 | 6,877 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $684,643 | 10,753 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $981,977 | 10,732 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $891,796 | 9,440 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $999,287 | 9,699 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,047,579 | 77,829 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $980,246 | 74,657 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $778,000 | 72,037 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $333,025 | 53,455 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $145,547 | 21,310 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $160,546 | 20,220 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||