KINGSWOOD WEALTH ADVISORS, LLC

Position in GE — General Electric Co

CIK 1987855 SAN DIEGO, CA

Position in GE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,312,470

+$1,239,241 QoQ

Shares Held

11,539

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#878

of 3,420 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $37,167,031 across 17 Aerospace & Defense names. GE ranks #5 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	34,452	$6,536,577
2	BA	Boeing Co	25,316	$5,480,154
3	LMT	Lockheed Martin Corp	9,074	$4,622,840
4	GD	General Dynamics Corp	12,370	$4,381,948
5	GE	General Electric Co This page	11,539	$4,312,470
6	SPCX	Space Exploration Technologies Corp	21,029	$3,593,014
7	LHX	L3harris Technologies, Inc. /De/	7,318	$2,126,537
8	HONA	Honeywell Aerospace Inc.	7,948	$1,754,918

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,312,470	11,539	+6.5%	Shares	Sole	2026-07-27
2026-03-31	$3,073,229	10,830	-4.9%	Shares	Sole	2026-04-28
2025-12-31	$3,509,385	11,393	+21.2%	Shares	Sole	2026-01-28
2025-09-30	$2,828,008	9,401	+22.7%	Shares	Sole	2025-10-23
2025-06-30	$1,972,636	7,664	+7.2%	Shares	Sole	2025-07-23
2025-03-31	$1,431,272	7,151	-10.0%	Shares	Sole	2025-07-25
2024-12-31	$1,325,480	7,947	-75.1%	Shares	Sole	2025-01-22
2024-09-30	$6,029,845	31,975	-14.8%	Shares	Sole	2024-10-21
2024-06-30	$5,968,369	37,544	+8.1%	Shares	Sole	2024-07-09
2024-03-31	$6,095,630	34,727	-8.1%	Shares	Sole	2024-04-15
2023-12-31	$4,822,370	37,784	-18.9%	Shares	Sole	2024-01-16
2023-09-30	$5,152,621	46,609	+977.2%	Shares	Sole	2023-10-24
2023-06-30	$475,320	4,327	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.