Position in GE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,518,838
+$371,556 QoQ
Shares Held
4,064
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,405
of 3,420 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $4,794,404 across 8 Aerospace & Defense names. GE ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
4,064 | $1,518,838 | |
| 2 | GD |
General Dynamics Corp
|
2,404 | $851,592 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,513 | $770,812 | |
| 4 | RTX |
RTX Corp
|
3,002 | $569,569 | |
| 5 | BA |
Boeing Co
|
1,625 | $351,763 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,027 | $276,119 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
482 | $245,487 | |
| 8 | MOG-A |
Moog Inc.
|
496 | $210,224 |
All Filings in GE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,518,838 | 4,064 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,147,282 | 4,043 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,216,102 | 3,948 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,180,116 | 3,923 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $763,772 | 3,816 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $677,334 | 4,061 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $762,994 | 4,046 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $638,582 | 4,017 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $698,609 | 3,980 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $513,710 | 4,025 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $433,024 | 3,917 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $426,108 | 3,879 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $345,402 | 3,613 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $302,565 | 3,611 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $207,955 | 3,359 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $209,283 | 3,287 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $278,342 | 3,042 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $275,852 | 2,920 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $305,071 | 2,961 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $309,500 | 23,572 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $252,817 | 23,409 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $100,066 | 14,651 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $195,665 | 24,643 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||