Fermata Advisors, LLC

Position in GE — General Electric Co

CIK 1859259 SONOMA, CA

Position in GE

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$405,870

+$139,410 QoQ

Shares Held

1,086

+15.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#2,513

of 3,420 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fermata Advisors, LLC holds $1,352,066 across 4 Aerospace & Defense names. GE ranks #1 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	1,086	$405,870
2	BA	Boeing Co	1,844	$399,170
3	RTX	RTX Corp	1,638	$310,777
4	LHX	L3harris Technologies, Inc. /De/	813	$236,249

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,870	1,086	+15.7%	Shares	Sole	2026-07-07
2026-03-31	$266,460	939	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.