Position in GE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$809,499
+$115,398 QoQ
Shares Held
2,166
-11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,904
of 3,420 holders
Holding Since
Jun 2024
9 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, 2026Wellspring Financial Advisors, LLC holds $9,172,670 across 7 Aerospace & Defense names. GE ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
14,938 | $3,233,628 | |
| 2 | RTX |
RTX Corp
|
14,397 | $2,731,542 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
4,269 | $1,147,763 | |
| 4 | GE |
General Electric Co
This page
|
2,166 | $809,499 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,293 | $658,537 | |
| 6 | GD |
General Dynamics Corp
|
890 | $315,273 | |
| 7 | SARO |
StandardAero, Inc.
|
9,242 | $276,428 |
All Filings in GE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,499 | 2,166 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $694,101 | 2,446 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $705,080 | 2,289 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $483,417 | 1,607 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $406,418 | 1,579 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $288,015 | 1,439 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $240,010 | 1,439 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $263,257 | 1,396 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $227,168 | 1,429 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||