Cyndeo Wealth Partners, LLC

Position in GE — General Electric Co

CIK 1950947 ST. PETERSBURG, FL

Position in GE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,703,835

+$386,575 QoQ

Shares Held

4,559

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,336

of 3,420 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $23,661,559 across 10 Aerospace & Defense names. GE ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	61,396	$11,648,663
2	LMT	Lockheed Martin Corp	6,691	$3,408,796
3	TDG	TransDigm Group INC	2,344	$3,122,301
4	GE	General Electric Co This page	4,559	$1,703,835
5	SPCX	Space Exploration Technologies Corp	8,904	$1,521,337
6	HONA	Honeywell Aerospace Inc.	2,855	$630,384
7	NOC	Northrop Grumman Corp /De/	1,204	$613,209
8	GD	General Dynamics Corp	1,082	$383,287

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,703,835	4,559	-1.8%	Shares	Sole	2026-07-21
2026-03-31	$1,317,260	4,642	+5.7%	Shares	Sole	2026-04-13
2025-12-31	$1,352,559	4,391	+20.3%	Shares	Sole	2026-01-07
2025-09-30	$1,097,692	3,649	-0.4%	Shares	Sole	2025-10-10
2025-06-30	$943,334	3,665	+0.1%	Shares	Sole	2025-07-24
2025-03-31	$732,549	3,660	+18.6%	Shares	Sole	2025-04-17
2024-12-31	$514,713	3,086	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$580,072	3,076	+27.5%	Shares	Sole	2024-10-18
2024-06-30	$383,435	2,412	-1.3%	Shares	Sole	2024-07-30
2024-03-31	$428,819	2,443	-1.1%	Shares	Sole	2024-04-17
2023-12-31	$315,245	2,470	-9.3%	Shares	Sole	2024-01-12
2023-09-30	$300,916	2,722	+1.4%	Shares	Sole	2023-10-10
2023-06-30	$294,947	2,685	-2.5%	Shares	Sole	2023-07-27
2023-03-31	$263,282	2,754	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.