Position in GE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$387,184
+$78,727 QoQ
Shares Held
1,036
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,558
of 3,420 holders
Holding Since
Mar 2025
6 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, 2026ENCOMPASS WEALTH ADVISORS, LLC holds $1,204,474 across 3 Aerospace & Defense names. GE ranks #2 (32.1% of the industry book) .
All Filings in GE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,184 | 1,036 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $308,457 | 1,087 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $308,954 | 1,003 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $306,836 | 1,020 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $262,280 | 1,019 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $203,952 | 1,019 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||