Balboa Wealth Partners

Position in GE — General Electric Co

CIK 1929008 SCOTTSDALE, AZ

Position in GE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$609,179

+$129,608 QoQ

Shares Held

1,630

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,114

of 3,418 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Balboa Wealth Partners holds $10,895,192 across 15 Aerospace & Defense names. GE ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	12,957	$2,804,801
2	RTX	RTX Corp	9,585	$1,818,562
3	LMT	Lockheed Martin Corp	2,270	$1,156,474
4	GD	General Dynamics Corp	2,694	$954,322
5	KTOS	Kratos Defense & Security Solutions, Inc.	17,218	$858,489
6	GE	General Electric Co This page	1,630	$609,179
7	SPCX	Space Exploration Technologies Corp	3,232	$552,219
8	AVAV	AeroVironment Inc	2,430	$401,120

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$609,179	1,630	-3.6%	Shares	Sole	2026-08-10
2026-03-31	$479,571	1,690	-12.2%	Shares	Sole	2026-04-16
2025-12-31	$592,957	1,925	-10.1%	Shares	Sole	2026-01-16
2025-09-30	$644,356	2,142	+100.6%	Shares	Sole	2025-11-06
2025-06-30	$274,892	1,068	+4.4%	Shares	Sole	2025-07-29
2025-03-31	$204,753	1,023	-60.3%	Shares	Sole	2025-04-23
2024-12-31	$430,318	2,580	-10.3%	Shares	Sole	2025-02-10
2024-09-30	$542,544	2,877	-18.2%	Shares	Sole	2024-11-06
2024-06-30	$558,779	3,515	+20.9%	Shares	Sole	2024-08-13
2024-03-31	$510,265	2,907	+27.2%	Shares	Sole	2024-05-13
2023-12-31	$291,762	2,286	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.