Cerro Pacific Wealth Advisors LLC
Position in GE — General Electric Co
CIK 1842669
San Luis Obispo, CA
Position in GE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$347,942
+$87,725 QoQ
Shares Held
931
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#412
of 558 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Cerro Pacific Wealth Advisors LLC holds $4,137,251 across 6 Aerospace & Defense names. GE ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HONA |
Honeywell Aerospace Inc.
|
5,646 | $1,246,636 | |
| 2 | RTX |
RTX Corp
|
3,900 | $739,947 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,294 | $659,241 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,254 | $654,989 | |
| 5 | GD |
General Dynamics Corp
|
1,379 | $488,496 | |
| 6 | GE |
General Electric Co
This page
|
931 | $347,942 |
All Filings in GE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,942 | 931 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $260,217 | 917 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $279,075 | 906 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $280,965 | 934 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $315,302 | 1,225 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $248,986 | 1,244 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $197,646 | 1,185 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||