Position in GE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$704,481
+$169,575 QoQ
Shares Held
1,885
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,000
of 3,420 holders
Holding Since
Mar 2023
10 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, 2026Summit Wealth Group, LLC holds $1,788,559 across 4 Aerospace & Defense names. GE ranks #1 (39.4% of the industry book) .
All Filings in GE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,481 | 1,885 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $534,906 | 1,885 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $593,265 | 1,926 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $547,793 | 1,821 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $475,914 | 1,849 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $347,660 | 1,737 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $256,523 | 1,538 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $290,036 | 1,538 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $245,290 | 1,543 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $2 | 150,188 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||