Position in GE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$542,655
+$124,946 QoQ
Shares Held
1,452
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,222
of 3,418 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $16,409,736 across 6 Aerospace & Defense names. GE ranks #5 (3.3% of the industry book) .
All Filings in GE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,655 | 1,452 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $417,709 | 1,472 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $453,420 | 1,472 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $442,807 | 1,472 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $378,878 | 1,472 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $294,620 | 1,472 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $245,514 | 1,472 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $277,589 | 1,472 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $234,003 | 1,472 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $259,433 | 1,478 | Shares | Sole | 2024-04-17 | |
| 2020-09-30 | $35,511 | 5,700 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||