WFA of San Diego, LLC

Position in GE — General Electric Co

CIK 1821407 SAN DIEGO, CA

Position in GE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$378,588

+$65,874 QoQ

Shares Held

1,013

-8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#2,572

of 3,420 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WFA of San Diego, LLC holds $1,186,644 across 4 Aerospace & Defense names. GE ranks #1 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	1,013	$378,588
2	RTX	RTX Corp	1,555	$295,030
3	BA	Boeing Co	1,245	$269,505
4	LMT	Lockheed Martin Corp	478	$243,521

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,588	1,013	-8.1%	Shares	Sole	2026-08-14
2026-03-31	$312,714	1,102	-0.3%	Shares	Sole	2026-05-11
2025-12-31	$340,373	1,105	0.0%	Shares	Sole	2026-02-17
2025-09-30	$332,406	1,105	-0.3%	Shares	Sole	2026-02-17
2025-06-30	$285,188	1,108	-10.4%	Shares	Sole	2025-08-15
2024-09-30	$233,084	1,236	-0.6%	Shares	Sole	2024-11-13
2024-06-30	$197,599	1,243	-9.8%	Shares	Sole	2024-08-14
2023-09-30	$152,337	1,378	-11.1%	Shares	Sole	2023-11-02
2023-06-30	$170,267	1,550	-24.5%	Shares	Sole	2023-08-10
2022-12-31	$172,020	2,053	-5.7%	Shares	Sole	2023-01-31
2022-06-30	$138,545	2,176	-7.8%	Shares	Sole	2022-07-28
2022-03-31	$216,031	2,361	-17.9%	Shares	Sole	2022-04-25
2021-12-31	$271,695	2,876	+5.4%	Shares	Sole	2022-02-07
2021-09-30	$281,065	2,728	-87.8%	Shares	Sole	2021-10-25
2021-06-30	$300,804	22,348	-1.6%	Shares	Sole	2021-08-11
2021-03-31	$298,090	22,703	+0.9%	Shares	Sole	2021-05-14
2020-12-31	$10,000	22,507	-4.9%	Shares	Sole	2021-02-11
2020-09-30	$147,507	23,677	-85.1%	Shares	Sole	2020-11-06
2020-06-30	$1,084,623	158,803	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.