Tempus Wealth Planning, LLC

Position in GE — General Electric Co

CIK 1806428 IRVINE, CA

Back to GE Full portfolio

Position in GE

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$32,838,160

+$7,913,506 QoQ

Shares Held

87,866

+0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

14.90%

of 13F equity value

Holder Rank

#360

of 3,420 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in GE Over Time

Shares Held

Position Value (USD)

Derivatives in GE

reported options exposure · as of Mar 31, 2021

CallValue

$5,252

CallShares

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Tempus Wealth Planning, LLC holds $40,081,041 across 6 Aerospace & Defense names. GE ranks #1 (81.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	87,866	$32,838,160
2	RKLB	Rocket Lab Corp	25,634	$2,605,696
3	BA	Boeing Co	8,732	$1,890,216
4	RTX	RTX Corp	7,013	$1,330,576
5	HONA	Honeywell Aerospace Inc.	3,796	$838,156
6	LMT	Lockheed Martin Corp	1,135	$578,237

All Filings in GE

Export CSV

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,838,160	87,866	+0.0%	Shares	Sole	2026-07-22
2026-03-31	$24,924,654	87,834	-0.3%	Shares	Sole	2026-04-29
2025-12-31	$27,139,599	88,107	-0.4%	Shares	Sole	2026-01-16
2025-09-30	$26,609,634	88,457	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$22,753,276	88,400	-0.1%	Shares	Sole	2025-07-17
2025-03-31	$17,703,667	88,452	-0.1%	Shares	Sole	2025-05-06
2024-12-31	$14,767,586	88,540	-3.0%	Shares	Sole	2025-01-24
2024-09-30	$17,216,976	91,298	-0.1%	Shares	Sole	2024-10-22
2024-06-30	$14,522,227	91,352	+0.3%	Shares	Sole	2024-07-25
2023-12-31	$11,625,684	91,089	-1.0%	Shares	Sole	2024-01-24
2023-09-30	$10,168,493	91,981	-0.9%	Shares	Sole	2023-11-01
2023-06-30	$10,199,024	92,845	+2.2%	Shares	Sole	2023-07-21
2023-03-31	$8,683,253	90,829	+0.1%	Shares	Sole	2023-05-08
2022-12-31	$7,601,012	90,715	-1.8%	Shares	Sole	2023-02-10
2022-09-30	$5,718,692	92,371	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$5,871,649	92,220	-2.7%	Shares	Sole	2022-08-05
2021-12-31	$8,955,094	94,793	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$9,771,670	94,843	-87.4%	Shares	Sole	2021-11-09
2021-06-30	$10,123,097	752,087	+0.1%	Shares	Sole	2021-08-12
2021-03-31	$9,868,338	751,587	-3.2%	Shares	Sole	2021-04-29
2021-03-31	$5,252	400	-60.0%	Call	Sole	2021-04-29
2020-12-31	$10,800	1,000	-50.0%	Call	Sole	2021-02-04
2020-12-31	$8,387,135	776,586	-6.8%	Shares	Sole	2021-02-04
2020-09-30	$12,460	2,000	+100.0%	Call	Sole	2020-11-12
2020-09-30	$5,193,247	833,586	-0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,000	1,000	—	Call	Sole	2020-08-07
2020-06-30	$5,694,061	833,685	+0.0%	Shares	Sole	2020-08-07
2020-03-31	$6,619,445	833,684	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.