Position in GE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,647,502
+$861,454 QoQ
Shares Held
7,084
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,110
of 3,420 holders
Holding Since
Dec 2021
18 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, 2026Forum Financial Management, LP holds $7,442,456 across 10 Aerospace & Defense names. GE ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
7,084 | $2,647,502 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,125 | $2,101,521 | |
| 3 | RTX |
RTX Corp
|
3,633 | $689,289 | |
| 4 | BA |
Boeing Co
|
2,815 | $609,363 | |
| 5 | GD |
General Dynamics Corp
|
935 | $331,214 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,177 | $259,881 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
861 | $231,488 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
453 | $230,717 |
All Filings in GE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,647,502 | 7,084 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,786,048 | 6,294 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,432,070 | 11,142 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,367,679 | 11,195 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,928,326 | 11,377 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,329,746 | 11,640 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $2,443,053 | 12,955 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,973,135 | 12,412 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,172,183 | 12,375 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,566,274 | 12,272 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,635,033 | 14,790 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,587,661 | 14,453 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,377,405 | 14,408 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,208,670 | 14,425 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $880,236 | 14,218 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,274,355 | 20,015 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,299,390 | 14,201 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,071,100 | 11,338 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||