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Consilium Wealth Advisory, LLC

Position in GE — General Electric Co

CIK 1904906 FRISCO, TX

Position in GE

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,340,772
+$253,071 QoQ
Shares Held
8,939
-17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,010
of 3,420 holders
Holding Since
Sep 2023
12 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, 2026

Consilium Wealth Advisory, LLC holds $5,136,485 across 4 Aerospace & Defense names. GE ranks #1 (65.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GE
General Electric Co
This page
8,939 $3,340,772

All Filings in GE

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,340,772 8,939
2026-03-31 $3,087,701 10,881
2025-12-31 $3,052,577 9,910
2025-09-30 $2,952,548 9,815
2025-06-30 $2,959,985 11,500
2025-03-31 $2,208,254 11,033
2024-12-31 $1,886,394 11,310
2024-09-30 $2,132,274 11,307
2024-06-30 $1,728,003 10,870
2024-03-31 $1,864,128 10,620
2023-12-31 $865,075 6,778
2023-09-30 $558,387 5,051