Octavia Wealth Advisors, LLC

Position in GE — General Electric Co

CIK 1841259 CINCINNATI, OH

Position in GE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$916,385

+$184,543 QoQ

Shares Held

2,452

-4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,792

of 3,420 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $2,325,026 across 5 Aerospace & Defense names. GE ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	2,452	$916,385
2	RTX	RTX Corp	2,980	$565,395
3	LMT	Lockheed Martin Corp	635	$323,507
4	NOC	Northrop Grumman Corp /De/	547	$278,592
5	BA	Boeing Co	1,114	$241,147

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$916,385	2,452	-4.9%	Shares	Sole	2026-07-14
2026-03-31	$731,842	2,579	+7.1%	Shares	Sole	2026-04-10
2025-12-31	$741,428	2,407	-4.8%	Shares	Sole	2026-01-23
2025-09-30	$760,773	2,529	+29.6%	Shares	Sole	2025-10-28
2025-06-30	$502,167	1,951	+11.2%	Shares	Sole	2025-07-16
2025-03-31	$351,263	1,755	-15.5%	Shares	Sole	2025-04-14
2024-12-31	$346,256	2,076	-6.4%	Shares	Sole	2025-01-17
2024-09-30	$418,270	2,218	-7.3%	Shares	Sole	2024-10-10
2024-06-30	$380,256	2,392	+23.5%	Shares	Sole	2024-08-02
2024-03-31	$340,001	1,937	-32.0%	Shares	Sole	2024-04-15
2023-12-31	$363,490	2,848	-7.4%	Shares	Sole	2024-01-30
2023-09-30	$340,162	3,077	-15.1%	Shares	Sole	2023-10-30
2023-06-30	$397,986	3,623	+21.2%	Shares	Sole	2023-07-18
2021-12-31	$282,370	2,989	-81.6%	Shares	Sole	2022-01-28
2021-06-30	$218,859	16,260	-1.5%	Shares	Sole	2021-07-26
2021-03-31	$216,815	16,513	+15.5%	Shares	Sole	2021-05-10
2020-12-31	$154,472	14,303	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.