KWB Wealth

Position in GE — General Electric Co

CIK 1822236 REDLANDS, CA

Position in GE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$401,386

+$99,455 QoQ

Shares Held

1,074

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#2,524

of 3,418 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

KWB Wealth holds $1,475,215 across 3 Aerospace & Defense names. GE ranks #3 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	3,152	$598,028
2	BA	Boeing Co	2,198	$475,801
3	GE	General Electric Co This page	1,074	$401,386

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,386	1,074	+0.9%	Shares	Sole	2026-07-10
2026-03-31	$301,931	1,064	0.0%	Shares	Sole	2026-04-08
2025-12-31	$327,743	1,064	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.