Position in GE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$391,295
+$115,755 QoQ
Shares Held
1,047
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,551
of 3,420 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, 2026Whelan Financial holds $598,889 across 2 Aerospace & Defense names. GE ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
1,047 | $391,295 | |
| 2 | BA |
Boeing Co
|
959 | $207,594 |
All Filings in GE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,295 | 1,047 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $275,540 | 971 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $282,463 | 917 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $294,201 | 978 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||