Modern Wealth Management, LLC

Position in GE — General Electric Co

CIK 2001900 KANSAS CITY, MO

Position in GE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,068,149

+$1,815,012 QoQ

Shares Held

13,561

+18.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#815

of 3,418 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Industrials · as of Jun 30, 2026

Modern Wealth Management, LLC holds $51,206,775 across 15 Aerospace & Defense names. GE ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HONA	Honeywell Aerospace Inc.	62,416	$13,798,926
2	RTX	RTX Corp	58,476	$11,094,648
3	BA	Boeing Co	48,173	$10,428,006
4	GE	General Electric Co This page	13,561	$5,068,149
5	LMT	Lockheed Martin Corp	4,216	$2,147,880
6	GD	General Dynamics Corp	6,007	$2,127,918
7	SPCX	Space Exploration Technologies Corp	8,910	$1,522,360
8	CW	Curtiss Wright Corp	1,875	$1,420,798

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,068,149	13,561	+18.3%	Shares	Other	2026-08-14
2026-03-31	$3,253,137	11,464	+13.9%	Shares	Other	2026-05-14
2025-12-31	$3,099,703	10,063	+0.8%	Shares	Other	2026-02-17
2025-09-30	$3,003,083	9,983	+3.2%	Shares	Other	2025-11-12
2025-06-30	$2,490,245	9,675	+1.5%	Shares	Other	2025-11-12
2025-03-31	$1,908,429	9,535	+29.7%	Shares	Other	2025-06-02
2024-12-31	$1,226,071	7,351	+23.9%	Shares	Other	2025-05-30
2024-09-30	$1,119,032	5,934	+0.9%	Shares	Other	2025-05-30
2024-06-30	$934,582	5,879	+66.9%	Shares	Other	2025-05-29
2024-03-31	$618,215	3,522	-0.9%	Shares	Other	2025-05-29
2023-12-31	$453,595	3,554	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.