FSM Wealth Advisors, LLC

Position in GE — General Electric Co

CIK 1942548 CLEVELAND, OH

Position in GE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,671,897

+$803,550 QoQ

Shares Held

9,825

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#960

of 3,420 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $8,032,013 across 10 Aerospace & Defense names. GE ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	9,825	$3,671,897
2	RTX	RTX Corp	8,885	$1,685,751
3	NOC	Northrop Grumman Corp /De/	883	$449,720
4	LMT	Lockheed Martin Corp	822	$418,776
5	TXT	Textron Inc	4,559	$418,197
6	LHX	L3harris Technologies, Inc. /De/	1,406	$408,569
7	CW	Curtiss Wright Corp	359	$272,035
8	BA	Boeing Co	1,152	$249,373

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,671,897	9,825	-2.8%	Shares	Sole	2026-07-15
2026-03-31	$2,868,347	10,108	-8.6%	Shares	Sole	2026-04-27
2025-12-31	$3,408,351	11,065	+12.5%	Shares	Sole	2026-01-23
2025-09-30	$2,959,166	9,837	+11.4%	Shares	Sole	2025-10-17
2025-06-30	$2,273,268	8,832	+34.8%	Shares	Sole	2025-07-31
2025-03-31	$1,311,783	6,554	+7.9%	Shares	Sole	2025-04-28
2024-12-31	$1,012,915	6,073	+15.5%	Shares	Sole	2025-01-24
2024-09-30	$991,365	5,257	+4.9%	Shares	Sole	2024-10-30
2024-06-30	$796,757	5,012	+15.5%	Shares	Sole	2024-07-12
2024-03-31	$761,975	4,341	+5.8%	Shares	Sole	2024-05-14
2023-12-31	$523,538	4,102	-12.4%	Shares	Sole	2024-05-14
2023-09-30	$517,926	4,685	+11.9%	Shares	Sole	2023-11-14
2023-06-30	$459,722	4,185	-3.2%	Shares	Sole	2023-07-12
2023-03-31	$413,183	4,322	+4.3%	Shares	Sole	2023-04-24
2022-12-31	$347,309	4,145	+5.7%	Shares	Sole	2023-01-19
2022-09-30	$242,811	3,922	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.