Position in GE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$340,468
+$81,954 QoQ
Shares Held
911
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,668
of 3,420 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CFM WEALTH PARTNERS LLC holds $3,018,427 across 3 Aerospace & Defense names. GE ranks #3 (11.3% of the industry book) .
All Filings in GE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,468 | 911 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $258,514 | 911 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $280,615 | 911 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $274,047 | 911 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $234,482 | 911 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $222,366 | 1,111 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $209,512 | 1,111 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $204,843 | 1,167 | Shares | Sole | 2024-04-15 | |
| 2021-06-30 | $182,881 | 13,587 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $178,397 | 13,587 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $152,139 | 14,087 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $82,497 | 13,242 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $90,442 | 13,242 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $105,141 | 13,242 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||