Position in GE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$890,972
+$169,629 QoQ
Shares Held
2,384
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,835
of 3,430 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Alta Wealth Advisors LLC holds $3,343,921 across 4 Aerospace & Defense names. GE ranks #2 (26.6% of the industry book) .
All Filings in GE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,972 | 2,384 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $721,343 | 2,542 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $760,834 | 2,470 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $774,009 | 2,573 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $218,163 | 1,090 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||