Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,742,702
+$297,178 QoQ
Shares Held
4,663
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,321
of 3,420 holders
Holding Since
Mar 2020
22 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, 2026Perennial Investment Advisors, LLC holds $8,296,444 across 13 Aerospace & Defense names. GE ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
4,663 | $1,742,702 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,917 | $1,010,978 | |
| 3 | RTX |
RTX Corp
|
5,327 | $1,010,691 | |
| 4 | BA |
Boeing Co
|
4,383 | $948,788 | |
| 5 | RKLB |
Rocket Lab Corp
|
8,134 | $826,821 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,226 | $624,597 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
1,015 | $569,019 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,375 | $369,682 |
All Filings in GE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742,702 | 4,663 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,445,524 | 5,094 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,550,006 | 5,032 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,461,985 | 4,860 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,202,268 | 4,671 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $925,093 | 4,622 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $739,046 | 4,431 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $778,835 | 4,130 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $655,910 | 4,126 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $754,427 | 4,298 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $543,065 | 4,255 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $341,267 | 3,087 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $317,905 | 2,894 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $282,020 | 2,950 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $225,121 | 2,383 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $213,684 | 2,074 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $223,463 | 16,602 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $417,415 | 31,791 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $182,163 | 16,867 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $104,950 | 16,846 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $114,907 | 16,824 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $83,449 | 10,510 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||