Position in GE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,388,780
+$252,849 QoQ
Shares Held
3,716
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,478
of 3,420 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Fiduciary Alliance LLC holds $12,517,853 across 9 Aerospace & Defense names. GE ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
19,593 | $3,717,379 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,562 | $3,343,076 | |
| 3 | BA |
Boeing Co
|
7,560 | $1,636,513 | |
| 4 | GE |
General Electric Co
This page
|
3,716 | $1,388,780 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
2,776 | $806,677 | |
| 6 | GD |
General Dynamics Corp
|
2,273 | $805,187 | |
| 7 | PKE |
Park Aerospace Corp
|
11,910 | $454,485 | |
| 8 | RKLB |
Rocket Lab Corp
|
3,048 | $309,829 |
All Filings in GE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,388,780 | 3,716 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,135,931 | 4,003 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,219,182 | 3,958 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,151,238 | 3,827 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $979,883 | 3,807 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $503,377 | 2,515 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $588,435 | 3,528 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $240,439 | 1,275 | Shares | Sole | 2024-10-11 | |
| 2023-06-30 | $94,690 | 862 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $71,724 | 856 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||