Position in GE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$285,155
+$68,639 QoQ
Shares Held
763
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,804
of 3,420 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $8,438,914 across 30 Aerospace & Defense names. GE ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
9,999 | $5,094,090 | |
| 2 | RTX |
RTX Corp
|
12,909 | $2,449,224 | |
| 3 | GE |
General Electric Co
This page
|
763 | $285,155 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
714 | $157,651 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
444 | $129,021 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
503 | $85,942 | |
| 7 | BA |
Boeing Co
|
287 | $62,126 | |
| 8 | PKE |
Park Aerospace Corp
|
910 | $34,725 |
All Filings in GE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,155 | 763 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $216,516 | 763 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $234,718 | 762 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $177,182 | 589 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $217,237 | 844 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $134,700 | 673 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,638,544 | 9,824 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $862,376 | 4,573 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $537,636 | 3,382 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $158,328 | 902 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $115,122 | 902 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $99,716 | 902 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $104,467 | 951 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $71,986 | 753 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $85,800 | 1,024 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $132,242 | 2,077 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $231,952 | 2,535 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $255,824 | 2,708 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $32,454 | 315 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $65,684 | 4,880 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $57,456 | 4,376 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $53,416 | 4,946 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||