Position in GE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$361,023
+$3,473 QoQ
Shares Held
966
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#288
of 397 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 18.84057971014493.ToString("F0")%
Shared 0.ToString("F0")%
None 81.15942028985508.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Falcon Wealth Planning holds $131,065,156 across 7 Aerospace & Defense names. GE ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRMN |
Karman Holdings Inc.
|
2,569,437 | $128,266,295 | |
| 2 | BA |
Boeing Co
|
3,386 | $732,967 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
987 | $502,688 | |
| 4 | LMT |
Lockheed Martin Corp
|
840 | $427,946 | |
| 5 | CW |
Curtiss Wright Corp
|
534 | $404,643 | |
| 6 | RTX |
RTX Corp
|
1,948 | $369,594 | |
| 7 | GE |
General Electric Co
This page
|
966 | $361,023 |
All Filings in GE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,023 | 966 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $357,550 | 1,260 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $259,669 | 843 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||