Position in GE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$383,446
+$82,083 QoQ
Shares Held
1,026
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,564
of 3,420 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $4,783,854 across 14 Aerospace & Defense names. GE ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWM |
Howmet Aerospace Inc.
|
8,868 | $2,384,250 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,229 | $893,426 | |
| 3 | LMT |
Lockheed Martin Corp
|
1,206 | $614,408 | |
| 4 | GE |
General Electric Co
This page
|
1,026 | $383,446 | |
| 5 | BA |
Boeing Co
|
1,353 | $292,883 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
314 | $69,331 | |
| 7 | TXT |
Textron Inc
|
439 | $40,269 | |
| 8 | ARXS |
Arxis, Inc.
|
600 | $27,684 |
All Filings in GE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,446 | 1,026 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $301,363 | 1,062 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $272,606 | 885 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $274,347 | 912 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $209,515 | 814 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $155,716 | 778 | Shares | Sole | 2025-04-14 | |
| 2024-06-30 | $126,063 | 793 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $140,072 | 798 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $91,093 | 824 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $145,661 | 1,326 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $139,098 | 1,455 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $119,568 | 1,427 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $58,133 | 939 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $59,786 | 939 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $86,101 | 941 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $88,896 | 941 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $96,951 | 941 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $102,148 | 7,589 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $100,181 | 7,630 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $87,382 | 8,091 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||