Montz Harcus Wealth Management LLC

Position in GE — General Electric Co

CIK 1918613 New Orleans, LA

Position in GE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$335,235

+$64,235 QoQ

Shares Held

897

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,680

of 3,420 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Montz Harcus Wealth Management LLC holds $1,816,248 across 4 Aerospace & Defense names. GE ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	3,297	$713,701
2	LMT	Lockheed Martin Corp	895	$455,966
3	GE	General Electric Co This page	897	$335,235
4	RTX	RTX Corp	1,641	$311,346

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,235	897	-6.1%	Shares	Sole	2026-07-24
2026-03-31	$271,000	955	+0.8%	Shares	Sole	2026-04-29
2025-12-31	$291,704	947	+3.6%	Shares	Sole	2026-01-22
2025-09-30	$274,949	914	+9.5%	Shares	Sole	2025-10-20
2025-06-30	$214,920	835	—	Shares	Sole	2025-07-21
No filing history on record for this holder in this stock.