Position in GE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$64,655
+$16,131 QoQ
Shares Held
173
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,284
of 3,420 holders
Holding Since
Dec 2021
19 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, 2026Morton Brown Family Wealth, LLC holds $454,896 across 11 Aerospace & Defense names. GE ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,072 | $203,390 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
142 | $72,322 | |
| 3 | GE |
General Electric Co
This page
|
173 | $64,655 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
287 | $49,036 | |
| 5 | WWD |
Woodward, Inc.
|
80 | $34,035 | |
| 6 | BA |
Boeing Co
|
66 | $14,287 | |
| 7 | GD |
General Dynamics Corp
|
29 | $10,272 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
10 | $2,688 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,655 | 173 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $48,524 | 171 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $52,673 | 171 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $54,147 | 180 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $46,330 | 180 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $38,428 | 192 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $32,023 | 192 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $40,921 | 217 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $30,522 | 192 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $31,595 | 180 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $57,816 | 453 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $19,898 | 180 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $19,773 | 180 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $17,208 | 180 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $15,082 | 180 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $11,143 | 180 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $11,460 | 180 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $16,469 | 180 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $22,294 | 236 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||