BAKER TILLY WEALTH MANAGEMENT, LLC

Position in GE — General Electric Co

CIK 1840565 MADISON, WI

Position in GE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,200,047

+$282,335 QoQ

Shares Held

3,211

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,579

of 3,418 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,854,275 across 5 Aerospace & Defense names. GE ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	12,123	$2,624,265
2	GE	General Electric Co This page	3,211	$1,200,047
3	RTX	RTX Corp	5,003	$949,219
4	TDG	TransDigm Group INC	600	$799,224
5	HONA	Honeywell Aerospace Inc.	1,275	$281,520

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,200,047	3,211	-0.7%	Shares	Sole	2026-07-17
2026-03-31	$917,712	3,234	+8.2%	Shares	Sole	2026-04-10
2025-12-31	$920,701	2,989	+2.2%	Shares	Sole	2026-01-08
2025-09-30	$879,898	2,925	+2.5%	Shares	Sole	2025-10-09
2025-06-30	$734,848	2,855	+1.3%	Shares	Sole	2025-07-10
2025-03-31	$564,022	2,818	+14.6%	Shares	Sole	2025-04-09
2024-12-31	$410,136	2,459	+7.1%	Shares	Sole	2025-01-10
2024-09-30	$432,979	2,296	+11.2%	Shares	Sole	2024-10-24
2024-06-30	$328,273	2,065	-23.8%	Shares	Sole	2024-07-18
2024-03-31	$475,861	2,711	-12.5%	Shares	Sole	2024-05-09
2023-12-31	$395,397	3,098	+1.5%	Shares	Sole	2024-01-10
2023-09-30	$337,508	3,053	-4.9%	Shares	Sole	2023-10-10
2023-06-30	$352,618	3,210	-3.2%	Shares	Sole	2023-07-20
2023-03-31	$316,914	3,315	+4.7%	Shares	Sole	2023-04-12
2022-12-31	$265,363	3,167	+26.8%	Shares	Sole	2023-01-26
2022-03-31	$228,566	2,498	-20.3%	Shares	Sole	2022-04-27
2021-12-31	$295,974	3,133	-0.3%	Shares	Sole	2022-02-08
2021-09-30	$323,617	3,141	-87.5%	Shares	Sole	2021-11-02
2021-06-30	$339,407	25,216	+13.9%	Shares	Sole	2021-07-30
2021-03-31	$290,580	22,131	+12.4%	Shares	Sole	2021-04-28
2020-12-31	$212,554	19,681	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.