Position in GE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,681,139
+$931,981 QoQ
Shares Held
7,174
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#1,108
of 3,420 holders
Holding Since
Mar 2023
14 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, 2026GoalVest Advisory LLC holds $4,694,109 across 14 Aerospace & Defense names. GE ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
7,174 | $2,681,139 | |
| 2 | LMT |
Lockheed Martin Corp
|
2,823 | $1,438,205 | |
| 3 | PL |
Planet Labs PBC
|
5,989 | $198,415 | |
| 4 | GD |
General Dynamics Corp
|
345 | $122,212 | |
| 5 | RTX |
RTX Corp
|
388 | $73,615 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
203 | $58,989 | |
| 7 | BA |
Boeing Co
|
232 | $50,221 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
68 | $34,633 |
All Filings in GE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,681,139 | 7,174 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,749,158 | 6,164 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,057,775 | 3,434 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $7,219 | 24 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,177 | 24 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,803 | 24 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $2,001 | 12 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,262 | 12 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,907 | 12 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,106 | 12 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,531 | 12 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,326 | 12 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,318 | 12 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,147 | 12 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||