Beverly Hills Private Wealth, LLC
Position in GE — General Electric Co
CIK 1965710
BEVERLY HILLS, CA
Position in GE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$578,160
+$80,995 QoQ
Shares Held
1,547
-11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,153
of 3,412 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, 2026Beverly Hills Private Wealth, LLC holds $5,135,761 across 8 Aerospace & Defense names. GE ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMBJ |
Embraer S.A.
|
21,174 | $1,350,900 | |
| 2 | FTAI |
FTAI Aviation Ltd.
|
4,471 | $1,209,539 | |
| 3 | RTX |
RTX Corp
|
3,200 | $607,135 | |
| 4 | GE |
General Electric Co
This page
|
1,547 | $578,160 | |
| 5 | WWD |
Woodward, Inc.
|
1,019 | $433,522 | |
| 6 | MOG-A |
Moog Inc.
|
960 | $406,886 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,272 | $281,213 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
527 | $268,406 |
All Filings in GE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,160 | 1,547 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $497,165 | 1,752 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $475,290 | 1,543 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $464,164 | 1,543 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $431,384 | 1,676 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $365,471 | 1,826 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $286,877 | 1,720 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $330,390 | 1,752 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $251,966 | 1,585 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $295,240 | 1,682 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||