Position in GE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$214,147
New position
Shares Held
573
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,083
of 3,420 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026PCG Wealth Advisors, LLC holds $428,235 across 2 Aerospace & Defense names. GE ranks #1 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
573 | $214,147 | |
| 2 | BA |
Boeing Co
|
989 | $214,088 |
All Filings in GE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,147 | 573 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||