Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,035,910
+$844,633 QoQ
Shares Held
10,799
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#910
of 3,420 holders
Holding Since
Jun 2022
5 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, 2026WCG Wealth Advisors LLC holds $23,268,914 across 7 Aerospace & Defense names. GE ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
20,576 | $7,288,842 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
32,235 | $5,507,672 | |
| 3 | GE |
General Electric Co
This page
|
10,799 | $4,035,910 | |
| 4 | BA |
Boeing Co
|
12,740 | $2,757,827 | |
| 5 | RTX |
RTX Corp
|
13,503 | $2,561,924 | |
| 6 | ATRO |
Astronics Corp
|
10,775 | $875,576 | |
| 7 | ACHR |
Archer Aviation Inc.
|
50,986 | $241,163 |
All Filings in GE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,035,910 | 10,799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,191,277 | 11,246 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,385,865 | 10,992 | Shares | Sole | 2026-02-10 | |
| 2022-09-30 | $218,790 | 3,534 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $220,170 | 3,458 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||