Position in GE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,234,259
+$921,250 QoQ
Shares Held
8,654
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#1,018
of 3,420 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealth Dimensions Group, Ltd. holds $5,144,635 across 7 Aerospace & Defense names. GE ranks #1 (62.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
8,654 | $3,234,259 | |
| 2 | LMT |
Lockheed Martin Corp
|
936 | $476,854 | |
| 3 | RTX |
RTX Corp
|
2,175 | $412,662 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
2,006 | $342,745 | |
| 5 | GD |
General Dynamics Corp
|
738 | $261,429 | |
| 6 | BA |
Boeing Co
|
1,000 | $216,470 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
689 | $200,216 |
All Filings in GE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,234,259 | 8,654 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,313,009 | 8,151 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,640,433 | 8,572 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,583,442 | 8,588 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,210,722 | 8,589 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,925,242 | 9,619 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,239,583 | 7,432 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,374,748 | 7,290 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,177,649 | 7,408 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,221,513 | 6,959 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $795,517 | 6,233 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $688,726 | 6,230 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $630,648 | 5,741 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $453,335 | 4,742 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $394,651 | 4,710 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $291,596 | 4,710 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $301,286 | 4,732 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $453,748 | 4,959 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $471,783 | 4,994 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $510,822 | 4,958 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $513,862 | 38,177 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $469,121 | 35,729 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $384,145 | 35,569 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||