Position in GE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,092,615
+$214,336 QoQ
Shares Held
8,275
-18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#102
of 558 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $14,479,583 across 12 Aerospace & Defense names. GE ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
18,897 | $3,585,327 | |
| 2 | GE |
General Electric Co
This page
|
8,275 | $3,092,615 | |
| 3 | BA |
Boeing Co
|
9,416 | $2,038,281 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
4,633 | $1,022,966 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,781 | $907,348 | |
| 6 | MOG-A |
Moog Inc.
|
2,067 | $876,077 | |
| 7 | TDG |
TransDigm Group INC
|
478 | $636,715 | |
| 8 | GD |
General Dynamics Corp
|
1,785 | $632,318 |
All Filings in GE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,092,615 | 8,275 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,878,279 | 10,143 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,336,099 | 7,584 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,124,166 | 17,034 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,926,049 | 7,483 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $337,052 | 1,684 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $484,691 | 2,906 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $559,894 | 2,969 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $490,422 | 3,085 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $367,450 | 2,623 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||