Position in GE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,227,804
+$787,388 QoQ
Shares Held
5,961
+17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,198
of 3,418 holders
Holding Since
Dec 2020
16 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, 2026Berger Financial Group, Inc holds $10,734,720 across 8 Aerospace & Defense names. GE ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
16,743 | $3,624,357 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,467 | $2,275,757 | |
| 3 | GE |
General Electric Co
This page
|
5,961 | $2,227,804 | |
| 4 | GD |
General Dynamics Corp
|
3,109 | $1,101,332 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,363 | $522,412 | |
| 6 | AVAV |
AeroVironment Inc
|
2,432 | $401,450 | |
| 7 | RTX |
RTX Corp
|
1,734 | $328,991 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
496 | $252,617 |
All Filings in GE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,227,804 | 5,961 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,440,416 | 5,076 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,600,215 | 5,195 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $977,364 | 3,249 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $848,614 | 3,297 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $660,495 | 3,300 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $555,744 | 3,332 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $592,706 | 3,143 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $466,100 | 2,932 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $438,649 | 2,499 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $293,804 | 2,302 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $221,099 | 2,000 | Shares | Sole | 2023-11-03 | |
| 2021-09-30 | $207,502 | 2,014 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $213,260 | 15,844 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $195,308 | 14,875 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $164,548 | 15,236 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||