WealthPlan Investment Management, LLC

Position in GE — General Electric Co

CIK 1929986 OMAHA, NE

Position in GE

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,455,507

+$1,011,964 QoQ

Shares Held

9,246

+7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#992

of 3,420 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $13,694,659 across 9 Aerospace & Defense names. GE ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	8,338	$4,247,877
2	GE	General Electric Co This page	9,246	$3,455,507
3	SPCX	Space Exploration Technologies Corp	16,258	$2,777,841
4	VOYG	Voyager Technologies, Inc./TX	35,892	$1,157,517
5	BA	Boeing Co	3,409	$737,945
6	NOC	Northrop Grumman Corp /De/	1,253	$638,165
7	HONA	Honeywell Aerospace Inc.	1,183	$261,206
8	GD	General Dynamics Corp	592	$209,709

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,455,507	9,246	+7.4%	Shares	Other	2026-07-28
2026-03-31	$2,443,543	8,611	+83.6%	Shares	Other	2026-04-29
2025-12-31	$1,444,660	4,690	+361.6%	Shares	Sole	2026-02-05
2025-09-30	$305,632	1,016	-11.6%	Shares	Other	2025-10-27
2025-06-30	$295,740	1,149	-8.9%	Shares	Sole	2025-07-28
2024-06-30	$200,461	1,261	+8907.1%	Shares	Sole	2024-08-09
2023-06-30	$1,537	14	-89.9%	Shares	Other	2023-08-14
2023-03-31	$13,192	138	-95.4%	Shares	Sole	2023-05-08
2022-12-31	$248,939	2,971	-21.6%	Shares	Other	2023-02-15
2022-09-30	$234,700	3,791	-21.3%	Shares	Other	2022-12-12
2022-03-31	$440,479	4,814	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.