Position in GE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$999,727
+$191,267 QoQ
Shares Held
2,675
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,723
of 3,420 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MILESTONE ASSET MANAGEMENT, LLC holds $5,754,407 across 8 Aerospace & Defense names. GE ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
2,756 | $1,404,071 | |
| 2 | VVX |
V2X, Inc.
|
17,521 | $1,306,365 | |
| 3 | GE |
General Electric Co
This page
|
2,675 | $999,727 | |
| 4 | RTX |
RTX Corp
|
4,799 | $910,513 | |
| 5 | RCAT |
Red Cat Holdings, Inc.
|
37,173 | $395,892 | |
| 6 | BA |
Boeing Co
|
1,432 | $309,984 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
797 | $214,280 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,250 | $213,575 |
All Filings in GE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,727 | 2,675 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $808,460 | 2,849 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $878,809 | 2,853 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $854,328 | 2,840 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,795,947 | 18,633 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $588,240 | 2,939 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $543,902 | 3,261 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,383,044 | 7,334 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $314,442 | 1,978 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $347,198 | 1,978 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||