Performance Wealth Partners, LLC

Position in GE — General Electric Co

CIK 1908765 HINSDALE, IL

Position in GE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,908,025

+$2,416,798 QoQ

Shares Held

18,484

+16.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#710

of 3,418 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Industrials · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $12,657,335 across 8 Aerospace & Defense names. GE ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	18,484	$6,908,025
2	LMT	Lockheed Martin Corp	4,962	$2,527,940
3	GD	General Dynamics Corp	2,172	$769,409
4	BA	Boeing Co	3,481	$753,532
5	SPCX	Space Exploration Technologies Corp	3,505	$598,864
6	RTX	RTX Corp	2,720	$516,065
7	AXON	Axon Enterprise, Inc.	540	$302,729
8	HONA	Honeywell Aerospace Inc.	1,270	$280,771

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,908,025	18,484	+16.8%	Shares	Sole	2026-08-07
2026-03-31	$4,491,227	15,827	+42.2%	Shares	Sole	2026-04-10
2025-12-31	$3,428,373	11,130	+36.6%	Shares	Sole	2026-01-21
2025-09-30	$2,450,178	8,145	+126.4%	Shares	Sole	2025-11-07
2025-06-30	$925,831	3,597	+176.5%	Shares	Sole	2025-07-28
2025-03-31	$260,395	1,301	-24.0%	Shares	Sole	2025-04-22
2024-12-31	$285,544	1,712	-0.8%	Shares	Sole	2025-01-17
2024-09-30	$325,489	1,726	-18.1%	Shares	Sole	2024-10-10
2023-09-30	$232,928	2,107	-2.8%	Shares	Sole	2023-10-30
2023-06-30	$238,044	2,167	-37.5%	Shares	Sole	2023-07-13
2022-03-31	$317,413	3,469	-2.3%	Shares	Sole	2022-04-21
2021-12-31	$335,274	3,549	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.