Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,796,520
+$577,728 QoQ
Shares Held
4,807
+11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,314
of 3,430 holders
Holding Since
Mar 2025
6 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, 2026Icon Wealth Advisors, LLC holds $12,682,786 across 10 Aerospace & Defense names. GE ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
8,910 | $3,156,278 | |
| 2 | BA |
Boeing Co
|
11,797 | $2,553,696 | |
| 3 | RTX |
RTX Corp
|
12,691 | $2,407,863 | |
| 4 | GE |
General Electric Co
This page
|
4,807 | $1,796,520 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
3,584 | $792,350 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
3,878 | $662,595 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
865 | $440,553 | |
| 8 | LMT |
Lockheed Martin Corp
|
664 | $338,281 |
All Filings in GE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,796,520 | 4,807 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,218,792 | 4,295 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,263,231 | 4,101 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,165,075 | 3,873 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $975,765 | 3,791 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $366,474 | 1,831 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||