Position in GE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,575,064
+$2,242,442 QoQ
Shares Held
28,296
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#578
of 3,420 holders
Holding Since
Dec 2020
23 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, 2026Journey Advisory Group, LLC holds $22,800,864 across 8 Aerospace & Defense names. GE ranks #1 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
28,296 | $10,575,064 | |
| 2 | RTX |
RTX Corp
|
27,147 | $5,150,600 | |
| 3 | LMT |
Lockheed Martin Corp
|
9,833 | $5,009,520 | |
| 4 | BA |
Boeing Co
|
2,123 | $459,565 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,052 | $453,656 | |
| 6 | GD |
General Dynamics Corp
|
1,253 | $443,862 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
774 | $394,205 | |
| 8 | HEI |
Heico Corp
|
1,219 | $314,392 |
All Filings in GE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,575,064 | 28,296 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,332,622 | 29,364 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,612,384 | 31,206 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,714,079 | 32,292 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,296,234 | 28,347 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $811,007 | 4,052 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $587,434 | 3,522 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $664,178 | 3,522 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $559,892 | 3,522 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $618,216 | 3,522 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $429,602 | 3,366 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $372,663 | 3,371 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $389,528 | 3,546 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $346,932 | 3,629 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $410,571 | 4,900 | Principal | Sole | 2023-02-07 | |
| 2022-12-31 | $320,832 | 3,829 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $239,963 | 3,876 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $250,732 | 3,938 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $272,395 | 2,977 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $283,882 | 3,005 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $414,901 | 4,027 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $832,676 | 61,863 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $812,747 | 61,900 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $706,558 | 65,422 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||