True Wealth Design, LLC

Position in GE — General Electric Co

CIK 1966033 AKRON, OH

Position in GE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$589,745

+$130,038 QoQ

Shares Held

1,578

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#313

of 558 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Jun 30, 2026

True Wealth Design, LLC holds $3,102,750 across 39 Aerospace & Defense names. GE ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BWXT	BWX Technologies, Inc.	3,098	$603,025
2	GE	General Electric Co This page	1,578	$589,745
3	LMT	Lockheed Martin Corp	759	$386,680
4	HWM	Howmet Aerospace Inc.	1,148	$308,651
5	CW	Curtiss Wright Corp	279	$211,415
6	BA	Boeing Co	954	$206,512
7	GD	General Dynamics Corp	464	$164,367
8	RTX	RTX Corp	728	$138,123

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$589,745	1,578	-2.6%	Shares	Sole	2026-07-16
2026-03-31	$459,707	1,620	+18.3%	Shares	Sole	2026-04-13
2025-12-31	$421,693	1,369	+0.7%	Shares	Sole	2026-01-08
2025-09-30	$409,115	1,360	+30.5%	Shares	Sole	2025-10-21
2025-06-30	$268,200	1,042	+51.0%	Shares	Sole	2025-08-06
2025-03-31	$138,103	690	+7.1%	Shares	Sole	2025-05-13
2024-12-31	$107,412	644	+475.0%	Shares	Sole	2025-02-14
2024-09-30	$21,120	112	+27.3%	Shares	Sole	2024-11-14
2024-06-30	$13,989	88	+49.2%	Shares	Sole	2024-08-14
2024-03-31	$8,265	59	0.0%	Shares	Sole	2024-05-14
2023-12-31	$6,009	59	0.0%	Shares	Sole	2024-02-14
2023-09-30	$5,205	59	0.0%	Shares	Sole	2023-11-13
2023-06-30	$5,172	59	-56.0%	Shares	Sole	2023-08-14
2023-03-31	$10,223	134	0.0%	Shares	Sole	2023-05-12
2022-12-31	$6,995	134	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.