Position in GE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,798,014
+$727,634 QoQ
Shares Held
4,811
+27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#163
of 558 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 45.68696736645188.ToString("F0")%
Shared 0.ToString("F0")%
None 54.31303263354812.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MBL Wealth, LLC holds $6,426,105 across 9 Aerospace & Defense names. GE ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,424 | $2,167,474 | |
| 2 | GE |
General Electric Co
This page
|
4,811 | $1,798,014 | |
| 3 | HEI |
Heico Corp
|
1,749 | $622,976 | |
| 4 | GD |
General Dynamics Corp
|
1,617 | $572,806 | |
| 5 | LMT |
Lockheed Martin Corp
|
936 | $476,854 | |
| 6 | BA |
Boeing Co
|
1,286 | $278,380 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
806 | $234,215 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,033 | $228,086 |
All Filings in GE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,798,014 | 4,811 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,070,380 | 3,772 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $899,139 | 2,919 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $510,190 | 1,696 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $320,450 | 1,245 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $246,784 | 1,233 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $205,652 | 1,233 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $226,673 | 1,202 | Shares | Sole | 2025-01-08 | |
| 2024-03-31 | $164,322 | 1,173 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||