Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,476,980
+$1,098,148 QoQ
Shares Held
3,952
+196.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,432
of 3,418 holders
Holding Since
Sep 2024
7 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $17,198,257 across 13 Aerospace & Defense names. GE ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
15,370 | $3,327,143 | |
| 2 | GD |
General Dynamics Corp
|
9,264 | $3,281,679 | |
| 3 | RTX |
RTX Corp
|
16,629 | $3,155,020 | |
| 4 | LMT |
Lockheed Martin Corp
|
4,195 | $2,137,184 | |
| 5 | GE |
General Electric Co
This page
|
3,952 | $1,476,980 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
2,103 | $1,071,078 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
2,957 | $653,733 | |
| 8 | TDG |
TransDigm Group INC
|
404 | $538,144 |
All Filings in GE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476,980 | 3,952 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $378,832 | 1,335 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $379,800 | 1,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $371,512 | 1,235 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $283,643 | 1,102 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $215,561 | 1,077 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $204,609 | 1,085 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||