Position in GE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,772,905
+$706,481 QoQ
Shares Held
12,771
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#835
of 3,420 holders
Holding Since
Dec 2020
18 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, 2026Everhart Financial Group, Inc. holds $13,782,035 across 11 Aerospace & Defense names. GE ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
12,771 | $4,772,905 | |
| 2 | RTX |
RTX Corp
|
13,351 | $2,533,085 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
5,365 | $1,442,433 | |
| 4 | BA |
Boeing Co
|
6,255 | $1,354,019 | |
| 5 | LMT |
Lockheed Martin Corp
|
2,250 | $1,146,285 | |
| 6 | TDG |
TransDigm Group INC
|
730 | $972,389 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
746 | $379,945 | |
| 8 | GD |
General Dynamics Corp
|
920 | $325,900 |
All Filings in GE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,772,905 | 12,771 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,066,424 | 14,330 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,867,932 | 12,557 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,736,184 | 12,420 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,083,789 | 11,981 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,010,306 | 10,044 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,563,989 | 9,377 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,629,142 | 8,639 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,183,372 | 7,444 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,138,663 | 6,487 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $575,866 | 4,512 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $477,244 | 4,317 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $445,331 | 4,054 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $376,664 | 3,940 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $224,305 | 2,677 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $232,843 | 3,761 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $200,110 | 2,187 | Shares | Sole | 2022-04-18 | |
| 2020-12-31 | $173,890 | 16,101 | Shares | Sole | 2021-03-26 | |
| No filing history on record for this holder in this stock. | ||||||