Accel Wealth Management

Position in GE — General Electric Co

CIK 1838226 WAVERLY, IA

Position in GE

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

Position Value

$287,024

+$12,051 QoQ

Shares Held

768

-20.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,795

of 3,420 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Accel Wealth Management holds $6,244,032 across 8 Aerospace & Defense names. GE ranks #8 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	13,607	$2,581,656
2	RKLB	Rocket Lab Corp	8,776	$892,080
3	LMT	Lockheed Martin Corp	1,180	$601,162
4	NOC	Northrop Grumman Corp /De/	1,140	$580,613
5	GD	General Dynamics Corp	1,376	$487,434
6	WWD	Woodward, Inc.	963	$409,698
7	BA	Boeing Co	1,868	$404,365
8	GE	General Electric Co This page	768	$287,024

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,024	768	-20.7%	Shares	Sole	2026-07-10
2026-03-31	$274,973	969	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$298,173	968	0.0%	Shares	Sole	2026-01-20
2025-09-30	$291,193	968	+11.9%	Shares	Sole	2025-10-08
2025-06-30	$222,642	865	+145.7%	Shares	Sole	2025-07-22
2023-03-31	$33,651	352	0.0%	Shares	Sole	2023-04-20
2022-12-31	$29,494	352	+0.3%	Shares	Sole	2023-01-26
2022-09-30	$21,730	351	0.0%	Shares	Sole	2022-10-12
2022-06-30	$22,348	351	-15.0%	Shares	Sole	2022-08-03
2022-03-31	$37,789	413	-13.1%	Shares	Sole	2022-04-29
2021-12-31	$44,873	475	+63.2%	Shares	Sole	2022-01-18
2021-09-30	$29,981	291	-92.6%	Shares	Sole	2021-11-04
2021-06-30	$52,749	3,919	+14.7%	Shares	Sole	2021-08-03
2021-03-31	$44,865	3,417	+0.0%	Shares	Sole	2021-05-10
2020-12-31	$36,892	3,416	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.