Position in GE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$393,305
-$38,861 QoQ
Shares Held
1,386
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Derivatives in GE
reported options exposure · as of Mar 31, 2021CallValue
$2,626
CallShares
40
PutValue
$0
PutShares
0
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 Mar 31, 2026Charter Oak Capital Management, LLC holds $3,211,908 across 5 Aerospace & Defense names. GE ranks #2 (12.2% of the industry book) .
All Filings in GE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,305 | 1,386 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $432,166 | 1,403 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $423,855 | 1,409 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $367,810 | 1,429 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $291,018 | 1,454 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $234,673 | 1,407 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $264,766 | 1,404 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $211,748 | 1,332 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $303,491 | 1,729 | Shares | Sole | 2024-04-23 | |
| 2022-03-31 | $823,407 | 8,999 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $850,702 | 9,005 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $934,687 | 9,072 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $234,419 | 17,416 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,626 | 200 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $235,079 | 17,904 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $244,879 | 22,674 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||