Position in GE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,079,908
+$825,640 QoQ
Shares Held
8,241
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,045
of 3,420 holders
Holding Since
Mar 2020
23 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, 2026Apella Capital, LLC holds $26,336,330 across 8 Aerospace & Defense names. GE ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
27,919 | $9,890,026 | |
| 2 | RTX |
RTX Corp
|
16,667 | $3,162,229 | |
| 3 | GE |
General Electric Co
This page
|
8,241 | $3,079,908 | |
| 4 | BA |
Boeing Co
|
13,895 | $3,007,850 | |
| 5 | LMT |
Lockheed Martin Corp
|
5,656 | $2,881,505 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
5,635 | $2,869,961 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
4,217 | $1,225,418 | |
| 8 | HII |
Huntington Ingalls Industries, Inc.
|
784 | $219,433 |
All Filings in GE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,079,908 | 8,241 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,254,268 | 7,944 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,565,716 | 5,083 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,454,464 | 4,835 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,088,759 | 4,230 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $858,643 | 4,290 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $534,061 | 3,202 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $704,534 | 3,736 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $490,104 | 3,083 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $517,638 | 2,949 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $362,086 | 2,837 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $320,152 | 2,896 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $320,542 | 2,918 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $231,595 | 2,764 | Shares | Sole | 2023-01-10 | |
| 2022-03-31 | $260,134 | 2,843 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $250,912 | 2,656 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $284,568 | 2,762 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $334,750 | 24,870 | Shares | Sole | 2021-07-02 | |
| 2021-03-31 | $321,304 | 24,471 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $289,537 | 26,809 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $119,971 | 19,257 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $131,525 | 19,257 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $153,297 | 19,307 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||