AXXCESS WEALTH MANAGEMENT, LLC

Position in GE — General Electric Co

CIK 1911056 CARLSBAD, CA

Position in GE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,118,163

+$2,022,784 QoQ

Shares Held

21,722

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#663

of 3,420 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Industrials · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $54,234,003 across 20 Aerospace & Defense names. GE ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	71,822	$13,626,788
2	GE	General Electric Co This page	21,722	$8,118,163
3	HWM	Howmet Aerospace Inc.	18,769	$5,046,233
4	BA	Boeing Co	20,589	$4,456,900
5	LMT	Lockheed Martin Corp	8,005	$4,078,227
6	SPCX	Space Exploration Technologies Corp	22,012	$3,760,970
7	HEI	Heico Corp	9,658	$3,440,083
8	GD	General Dynamics Corp	8,894	$3,150,610

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,118,163	21,722	+1.1%	Shares	Sole	2026-07-28
2026-03-31	$6,095,379	21,480	+7.3%	Shares	Sole	2026-04-29
2025-12-31	$6,167,684	20,023	+11.6%	Shares	Sole	2026-02-19
2025-09-30	$5,399,117	17,948	-19.3%	Shares	Sole	2025-11-07
2025-06-30	$5,727,699	22,253	+70.8%	Shares	Sole	2025-07-28
2025-03-31	$2,607,954	13,030	+3.9%	Shares	Sole	2025-04-30
2024-12-31	$2,090,879	12,536	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$2,346,500	12,443	+41.8%	Shares	Sole	2024-11-04
2024-06-30	$1,394,484	8,772	-13.9%	Shares	Sole	2024-08-09
2024-03-31	$1,789,352	10,194	+33.8%	Shares	Sole	2024-05-14
2023-12-31	$972,412	7,619	+64.4%	Shares	Sole	2024-02-06
2023-09-30	$512,288	4,634	+5.7%	Shares	Sole	2023-11-14
2023-06-30	$481,692	4,385	+85.6%	Shares	Sole	2023-08-08
2023-03-31	$225,807	2,362	-23.6%	Shares	Sole	2023-05-03
2021-12-31	$292,195	3,093	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.