Position in GE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,927,699
+$624,628 QoQ
Shares Held
5,158
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,274
of 3,418 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Herold Advisors, Inc. holds $8,387,680 across 8 Aerospace & Defense names. GE ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
5,158 | $1,927,699 | |
| 2 | RTX |
RTX Corp
|
10,040 | $1,904,889 | |
| 3 | BA |
Boeing Co
|
7,901 | $1,710,329 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,174 | $1,617,026 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
3,721 | $724,292 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
400 | $224,244 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,205 | $205,886 | |
| 8 | ACHR |
Archer Aviation Inc.
|
15,500 | $73,315 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,927,699 | 5,158 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,303,071 | 4,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,029,436 | 3,342 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $974,957 | 3,241 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $841,665 | 3,270 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $559,419 | 2,795 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $447,997 | 2,686 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $541,601 | 2,872 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $525,077 | 3,303 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $526,590 | 3,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $367,446 | 2,879 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $303,127 | 2,742 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $339,766 | 3,093 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $319,782 | 3,345 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $309,520 | 3,694 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $214,023 | 3,457 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $274,042 | 2,995 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $417,557 | 4,420 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $533,798 | 5,181 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||