Position in GE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$436,890
-$579,857 QoQ
Shares Held
1,169
-67.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,431
of 3,420 holders
Holding Since
Mar 2024
10 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $3,906,301 across 9 Aerospace & Defense names. GE ranks #6 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
480,692 | $817,176 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
2,257 | $606,817 | |
| 3 | CW |
Curtiss Wright Corp
|
687 | $520,581 | |
| 4 | RTX |
RTX Corp
|
2,701 | $512,460 | |
| 5 | LMT |
Lockheed Martin Corp
|
945 | $481,439 | |
| 6 | GE |
General Electric Co
This page
|
1,169 | $436,890 | |
| 7 | WWD |
Woodward, Inc.
|
4,312 | $320,532 | |
| 8 | TXT |
Textron Inc
|
1,574 | $144,383 |
All Filings in GE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,890 | 1,169 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,016,747 | 3,583 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $832,913 | 2,704 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $726,179 | 2,414 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $601,520 | 2,337 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $490,167 | 2,449 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $310,729 | 1,863 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $346,798 | 1,839 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $274,700 | 1,728 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $316,480 | 1,803 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||