Position in GE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$947,405
+$377,312 QoQ
Shares Held
2,535
+26.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#250
of 558 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $7,782,329 across 8 Aerospace & Defense names. GE ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
8,098 | $2,353,197 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
5,464 | $1,206,451 | |
| 3 | GE |
General Electric Co
This page
|
2,535 | $947,405 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
4,517 | $879,234 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,183 | $855,781 | |
| 6 | RTX |
RTX Corp
|
3,865 | $733,306 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,189 | $605,747 | |
| 8 | GD |
General Dynamics Corp
|
568 | $201,208 |
All Filings in GE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,405 | 2,535 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $570,093 | 2,009 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $233,486 | 758 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||