Position in GE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,056,262
+$556,254 QoQ
Shares Held
5,502
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,239
of 3,418 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $19,218,497 across 11 Aerospace & Defense names. GE ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
32,482 | $6,162,809 | |
| 2 | LMT |
Lockheed Martin Corp
|
8,914 | $4,541,326 | |
| 3 | BA |
Boeing Co
|
11,280 | $2,441,781 | |
| 4 | GE |
General Electric Co
This page
|
5,502 | $2,056,262 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,987 | $1,071,944 | |
| 6 | GD |
General Dynamics Corp
|
2,455 | $869,659 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,435 | $730,859 | |
| 8 | TDG |
TransDigm Group INC
|
284 | $378,299 |
All Filings in GE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,056,262 | 5,502 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,500,008 | 5,286 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,442,812 | 4,684 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,230,052 | 4,089 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $684,400 | 2,659 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $275,138 | 1,459 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $201,891 | 1,270 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $132,862 | 1,041 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||