Position in GE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,958,644
+$4,150,407 QoQ
Shares Held
42,701
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#455
of 3,365 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $105,325,538 across 24 Aerospace & Defense names. GE ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
162,986 | $30,923,333 | |
| 2 | GD |
General Dynamics Corp
|
46,647 | $16,524,233 | |
| 3 | GE |
General Electric Co
This page
|
42,701 | $15,958,644 | |
| 4 | LMT |
Lockheed Martin Corp
|
16,297 | $8,302,669 | |
| 5 | TDG |
TransDigm Group INC
|
4,956 | $6,601,590 | |
| 6 | BA |
Boeing Co
|
30,472 | $6,596,273 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
14,729 | $4,280,100 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
7,575 | $3,858,023 |
All Filings in GE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,958,644 | 42,701 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,808,237 | 41,612 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,110,334 | 36,069 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,816,057 | 32,631 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,855,840 | 26,636 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,628,968 | 33,120 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,611,337 | 21,652 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,838,357 | 20,354 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,964,472 | 18,648 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,797,421 | 15,937 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,974,563 | 15,471 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,580,311 | 14,295 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,273,051 | 11,589 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,118,615 | 11,701 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $777,822 | 9,283 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $415,354 | 6,709 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $380,237 | 5,972 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $445,055 | 4,864 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $231,829 | 2,454 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||