Aprio Wealth Management, LLC

Position in GE — General Electric Co

CIK 1803519 ATLANTA, GA

Position in GE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,116,331

+$261,049 QoQ

Shares Held

2,987

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,643

of 3,420 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $9,945,999 across 11 Aerospace & Defense names. GE ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	13,754	$2,609,546
2	GD	General Dynamics Corp	5,536	$1,961,072
3	GE	General Electric Co This page	2,987	$1,116,331
4	BA	Boeing Co	4,639	$1,004,204
5	LMT	Lockheed Martin Corp	1,701	$866,591
6	HONA	Honeywell Aerospace Inc.	2,467	$544,713
7	NOC	Northrop Grumman Corp /De/	845	$430,366
8	TDG	TransDigm Group INC	282	$375,635

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,116,331	2,987	-0.9%	Shares	Sole	2026-07-24
2026-03-31	$855,282	3,014	+82.8%	Shares	Sole	2026-05-11
2025-12-31	$507,941	1,649	+2.6%	Shares	Sole	2026-01-29
2025-09-30	$483,417	1,607	+6.2%	Shares	Sole	2025-11-12
2025-06-30	$389,431	1,513	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$299,624	1,497	+3.7%	Shares	Sole	2025-05-15
2024-12-31	$240,677	1,443	-15.3%	Shares	Sole	2025-01-13
2024-09-30	$321,151	1,703	+33.7%	Shares	Sole	2024-10-08
2024-06-30	$202,527	1,274	-95.8%	Shares	Sole	2024-07-10
2020-09-30	$189,759	30,459	-18.7%	Shares	Sole	2020-10-14
2020-06-30	$255,755	37,446	-0.2%	Shares	Sole	2020-07-20
2020-03-31	$297,980	37,529	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.