Position in GE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$446,233
+$113,655 QoQ
Shares Held
1,194
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,412
of 3,420 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $1,947,064 across 12 Aerospace & Defense names. GE ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
3,291 | $624,401 | |
| 2 | GE |
General Electric Co
This page
|
1,194 | $446,233 | |
| 3 | LMT |
Lockheed Martin Corp
|
551 | $280,712 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
700 | $188,202 | |
| 5 | BA |
Boeing Co
|
829 | $179,453 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
530 | $90,555 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
207 | $60,152 | |
| 8 | GD |
General Dynamics Corp
|
78 | $27,630 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,233 | 1,194 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $332,578 | 1,172 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $374,564 | 1,216 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $353,162 | 1,174 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $302,175 | 1,174 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $234,976 | 1,174 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $195,811 | 1,174 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $221,392 | 1,174 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $186,630 | 1,174 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $206,072 | 1,174 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $127,885 | 1,002 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $109,444 | 990 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $108,751 | 990 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $108,984 | 1,140 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $95,520 | 1,140 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $70,577 | 1,140 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $71,437 | 1,122 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $55,448 | 606 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $64,334 | 681 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $70,163 | 681 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $55,993 | 4,160 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $38,864 | 2,960 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $31,968 | 2,960 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $16,291 | 2,615 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $75,915 | 11,115 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $89,920 | 11,325 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||