LifeSteps Financial, Inc.

Position in GE — General Electric Co

CIK 1801373 CLAREMONT, CA

Position in GE

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

Position Value

$644,684

+$162,275 QoQ

Shares Held

1,725

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,070

of 3,420 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $1,798,883 across 17 Aerospace & Defense names. GE ranks #1 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	1,725	$644,684
2	BA	Boeing Co	1,039	$224,912
3	RTX	RTX Corp	878	$166,582
4	NOC	Northrop Grumman Corp /De/	305	$155,339
5	GD	General Dynamics Corp	392	$138,862
6	LMT	Lockheed Martin Corp	256	$130,421
7	SPCX	Space Exploration Technologies Corp	645	$110,204
8	HONA	Honeywell Aerospace Inc.	489	$107,971

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$644,684	1,725	+1.5%	Shares	Sole	2026-07-17
2026-03-31	$482,409	1,700	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$527,039	1,711	0.0%	Shares	Sole	2026-01-28
2025-09-30	$514,703	1,711	-1.9%	Shares	Sole	2025-10-16
2025-06-30	$449,145	1,745	-0.9%	Shares	Sole	2025-07-23
2025-03-31	$352,264	1,760	-2.5%	Shares	Sole	2025-04-23
2024-12-31	$301,222	1,806	0.0%	Shares	Sole	2025-02-03
2024-09-30	$340,575	1,806	0.0%	Shares	Sole	2024-10-16
2024-06-30	$287,099	1,806	0.0%	Shares	Sole	2024-07-17
2024-03-31	$317,007	1,806	0.0%	Shares	Sole	2024-04-26
2023-12-31	$230,499	1,806	-85.6%	Shares	Sole	2024-01-19
2021-06-30	$168,398	12,511	-9.1%	Shares	Sole	2021-07-09
2021-03-31	$180,681	13,761	0.0%	Shares	Sole	2021-04-20
2020-12-31	$148,618	13,761	0.0%	Shares	Sole	2021-01-25
2020-09-30	$85,731	13,761	—	Shares	Sole	2020-10-21
No filing history on record for this holder in this stock.