Position in GE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$592,735
+$141,257 QoQ
Shares Held
1,586
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,140
of 3,420 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 0%
Shared 6%
None 94%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Palumbo Wealth Management LLC holds $3,040,007 across 5 Aerospace & Defense names. GE ranks #3 (19.5% of the industry book) .
All Filings in GE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,735 | 1,586 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $451,478 | 1,591 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $389,965 | 1,266 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $380,838 | 1,266 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $283,901 | 1,103 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $292,419 | 1,461 | Shares | Sole | 2025-04-22 | |
| 2021-03-31 | $132,376 | 10,082 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||