Position in GE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,885,670
-$1,779,798 QoQ
Shares Held
10,397
-47.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#934
of 3,420 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Western Financial Corp/CA holds $12,079,010 across 5 Aerospace & Defense names. GE ranks #2 (32.2% of the industry book) .
All Filings in GE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,885,670 | 10,397 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,665,468 | 19,965 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,164,296 | 20,012 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,027,229 | 20,036 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,757,081 | 18,482 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,929,195 | 14,635 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,587,746 | 15,515 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,739,501 | 14,527 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,043,559 | 12,855 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $1,674,504 | 13,120 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,467,329 | 13,273 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,365,545 | 12,431 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $489,089 | 5,116 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||