Position in GE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,402,197
-$1,559,831 QoQ
Shares Held
22,482
-36.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#652
of 3,420 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $28,950,539 across 9 Aerospace & Defense names. GE ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
22,482 | $8,402,197 | |
| 2 | CW |
Curtiss Wright Corp
|
9,281 | $7,032,770 | |
| 3 | GD |
General Dynamics Corp
|
15,557 | $5,510,911 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
13,135 | $2,900,208 | |
| 5 | TDG |
TransDigm Group INC
|
1,257 | $1,674,373 | |
| 6 | HII |
Huntington Ingalls Industries, Inc.
|
5,795 | $1,621,962 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,014 | $1,025,749 | |
| 8 | LMT |
Lockheed Martin Corp
|
1,066 | $543,084 |
All Filings in GE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,402,197 | 22,482 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $9,962,028 | 35,106 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $14,190,633 | 46,069 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,020,158 | 13,364 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,126,001 | 12,145 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $2,464,046 | 12,311 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $2,029,333 | 12,167 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,250,324 | 11,933 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $590,095 | 3,712 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $665,082 | 3,789 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $473,761 | 3,712 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $409,366 | 3,703 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $334,712 | 3,047 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $292,344 | 3,058 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $239,052 | 2,853 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $261,049 | 2,853 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $280,292 | 2,967 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $311,047 | 3,019 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||