Position in GE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$18,250,357
+$5,092,226 QoQ
Shares Held
48,833
+5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#137
of 2,079 holders
Holding Since
Sep 2025
4 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, 2026STRATEGIC PLANNING GROUP, LLC holds $73,616,344 across 6 Aerospace & Defense names. GE ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
48,833 | $18,250,357 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
104,759 | $17,899,122 | |
| 3 | HEI |
Heico Corp
|
39,847 | $14,193,102 | |
| 4 | RTX |
RTX Corp
|
58,495 | $11,098,256 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
33,167 | $6,455,956 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
11,230 | $5,719,551 |
All Filings in GE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,250,357 | 48,833 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,158,131 | 46,369 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,379,340 | 27,203 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,553,289 | 25,109 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||