SAX WEALTH ADVISORS, LLC

Position in GE — General Electric Co

CIK 1846150 PARSIPPANY, NJ

Position in GE

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,969,760

+$1,614,186 QoQ

Shares Held

10,622

+28.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#917

of 3,420 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $7,072,413 across 6 Aerospace & Defense names. GE ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	10,622	$3,969,760
2	RTX	RTX Corp	7,231	$1,371,937
3	BA	Boeing Co	2,322	$502,643
4	HWM	Howmet Aerospace Inc.	1,712	$460,288
5	LMT	Lockheed Martin Corp	802	$408,586
6	GD	General Dynamics Corp	1,014	$359,199

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,969,760	10,622	+28.0%	Shares	Sole	2026-07-09
2026-03-31	$2,355,574	8,301	0.0%	Shares	Sole	2026-04-08
2025-12-31	$2,556,957	8,301	-2.5%	Shares	Sole	2026-01-12
2025-09-30	$2,560,579	8,512	+13.6%	Shares	Sole	2025-10-20
2025-06-30	$1,929,395	7,496	+1.5%	Shares	Sole	2025-07-23
2025-03-31	$1,477,907	7,384	+19.2%	Shares	Sole	2025-05-14
2024-12-31	$1,033,097	6,194	+18.5%	Shares	Sole	2025-01-15
2024-09-30	$985,896	5,228	+20.2%	Shares	Sole	2024-10-17
2024-06-30	$691,360	4,349	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.