Safeguard Investment Advisory Group, LLC
Position in GE — General Electric Co
CIK 1846711
Corona, CA
Position in GE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$573,301
+$137,147 QoQ
Shares Held
1,534
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,170
of 3,420 holders
Holding Since
Dec 2020
11 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, 2026Safeguard Investment Advisory Group, LLC holds $7,166,315 across 8 Aerospace & Defense names. GE ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HEI |
Heico Corp
|
11,561 | $3,624,546 | |
| 2 | BA |
Boeing Co
|
4,624 | $1,000,957 | |
| 3 | GE |
General Electric Co
This page
|
1,534 | $573,301 | |
| 4 | LMT |
Lockheed Martin Corp
|
967 | $492,647 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
1,546 | $449,252 | |
| 6 | RTX |
RTX Corp
|
2,269 | $430,497 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,231 | $330,966 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,546 | $264,149 |
All Filings in GE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,301 | 1,534 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $436,154 | 1,537 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $451,880 | 1,467 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $425,359 | 1,414 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $382,738 | 1,487 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $300,225 | 1,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $224,999 | 1,349 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $256,091 | 1,358 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $220,332 | 1,386 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $204,316 | 1,164 | Shares | Sole | 2024-05-13 | |
| 2020-12-31 | $5,745 | 532 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||