Position in GE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$477,253
+$172,485 QoQ
Shares Held
1,277
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,347
of 3,420 holders
Holding Since
Jun 2025
5 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $803,588 across 2 Aerospace & Defense names. GE ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
1,277 | $477,253 | |
| 2 | RTX |
RTX Corp
|
1,720 | $326,335 |
All Filings in GE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,253 | 1,277 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $304,768 | 1,074 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $317,270 | 1,030 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $292,096 | 971 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $256,103 | 995 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||