Position in GE
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$18,873,542
-$3,081,912 QoQ
Shares Held
66,510
-6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 97.15982559013682.ToString("F0")%
Shared 0.ToString("F0")%
None 2.8401744098631787.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Badgley Phelps Wealth Managers, LLC holds $66,427,628 across 9 Aerospace & Defense names. GE ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
57,662 | $19,902,039 | |
| 2 | GE |
General Electric Co
This page
|
66,510 | $18,873,542 | |
| 3 | KRMN |
Karman Holdings Inc.
|
139,292 | $11,150,324 | |
| 4 | RTX |
RTX Corp
|
57,530 | $11,097,537 | |
| 5 | BA |
Boeing Co
|
14,075 | $2,801,347 | |
| 6 | RKLB |
Rocket Lab Corp
|
15,859 | $1,018,464 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,094 | $661,202 | |
| 8 | GD |
General Dynamics Corp
|
1,511 | $518,605 |
All Filings in GE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,873,542 | 66,510 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $21,955,454 | 71,277 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,392,888 | 67,791 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,386,734 | 63,665 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $12,068,644 | 60,298 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,203,805 | 55,182 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,810,149 | 30,810 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,364,044 | 27,452 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||