Nvest Financial, LLC

Position in GE — General Electric Co

CIK 1915315 PORTSMOUTH, NH

Position in GE

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

Position Value

$1,401,861

+$680,802 QoQ

Shares Held

3,751

+47.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#1,473

of 3,420 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Nvest Financial, LLC holds $7,442,424 across 4 Aerospace & Defense names. GE ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	23,331	$4,426,590
2	GE	General Electric Co This page	3,751	$1,401,861
3	LMT	Lockheed Martin Corp	2,313	$1,178,380
4	AXON	Axon Enterprise, Inc.	777	$435,593

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,401,861	3,751	+47.6%	Shares	Sole	2026-07-30
2026-03-31	$721,059	2,541	+51.3%	Shares	Sole	2026-04-28
2025-12-31	$517,182	1,679	+55.3%	Shares	Sole	2026-02-10
2025-09-30	$325,186	1,081	-0.9%	Shares	Sole	2025-11-13
2025-06-30	$280,812	1,091	+4.0%	Shares	Sole	2025-07-28
2025-03-31	$209,957	1,049	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.