Position in GE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,445,961
+$393,742 QoQ
Shares Held
3,869
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,458
of 3,437 holders
Holding Since
Jun 2025
5 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, 2026Rothschild Wealth LLC holds $5,411,909 across 11 Aerospace & Defense names. GE ranks #1 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
3,869 | $1,445,961 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,419 | $722,923 | |
| 3 | RTX |
RTX Corp
|
3,214 | $609,792 | |
| 4 | BA |
Boeing Co
|
2,638 | $571,047 | |
| 5 | GD |
General Dynamics Corp
|
1,290 | $456,969 | |
| 6 | CW |
Curtiss Wright Corp
|
483 | $365,998 | |
| 7 | TXT |
Textron Inc
|
3,495 | $320,596 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,375 | $303,985 |
All Filings in GE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,445,961 | 3,869 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,052,219 | 3,708 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $500,548 | 1,625 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $416,936 | 1,386 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $236,026 | 917 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||