National Wealth Management Group, LLC
Position in GE — General Electric Co
CIK 1977723
CINCINNATI, OH
Position in GE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,214,350
+$522,514 QoQ
Shares Held
5,925
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,202
of 3,420 holders
Holding Since
Jun 2024
9 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, 2026National Wealth Management Group, LLC holds $5,628,624 across 6 Aerospace & Defense names. GE ranks #1 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
5,925 | $2,214,350 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
4,780 | $1,285,150 | |
| 3 | EMBJ |
Embraer S.A.
|
12,100 | $771,980 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
2,654 | $771,225 | |
| 5 | RKLB |
Rocket Lab Corp
|
3,619 | $367,871 | |
| 6 | LMT |
Lockheed Martin Corp
|
428 | $218,048 |
All Filings in GE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,214,350 | 5,925 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,691,836 | 5,962 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,208,267 | 7,169 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,226,970 | 7,403 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,618,210 | 6,287 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $1,365,223 | 6,821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $743,549 | 4,458 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $921,779 | 4,888 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,164,137 | 7,323 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||