Position in GE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,889,509
+$1,419,286 QoQ
Shares Held
13,083
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#829
of 3,420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $46,640,914 across 13 Aerospace & Defense names. GE ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
20,390 | $10,387,889 | |
| 2 | GD |
General Dynamics Corp
|
19,136 | $6,778,736 | |
| 3 | BA |
Boeing Co
|
28,351 | $6,137,140 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
10,892 | $5,547,404 | |
| 5 | GE |
General Electric Co
This page
|
13,083 | $4,889,509 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
17,549 | $4,718,224 | |
| 7 | RTX |
RTX Corp
|
17,649 | $3,348,544 | |
| 8 | HEI |
Heico Corp
|
6,681 | $2,379,705 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,889,509 | 13,083 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,470,223 | 12,229 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,567,911 | 11,583 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $3,406,184 | 11,323 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,749,697 | 10,683 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,990,491 | 9,945 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,695,587 | 10,166 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,318,144 | 28,201 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $1,212,305 | 7,626 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,278,911 | 7,286 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $935,399 | 7,329 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $792,643 | 7,170 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $784,988 | 7,146 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $635,644 | 6,649 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $560,052 | 6,684 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $507,909 | 8,204 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $500,764 | 7,865 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $701,163 | 7,663 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,621,164 | 27,746 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,026,075 | 9,959 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $822,823 | 61,131 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $736,277 | 56,076 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $606,971 | 56,201 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $345,024 | 55,381 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $334,867 | 49,029 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $392,108 | 49,384 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||