Novak & Powell Financial Services, Inc.
Position in GE — General Electric Co
CIK 2011548
ST. PETERSBURG, FL
Position in GE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$495,939
+$119,093 QoQ
Shares Held
1,327
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,303
of 3,418 holders
Holding Since
Mar 2024
10 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, 2026Novak & Powell Financial Services, Inc. holds $2,245,777 across 4 Aerospace & Defense names. GE ranks #2 (22.1% of the industry book) .
All Filings in GE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,939 | 1,327 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $376,846 | 1,328 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $409,063 | 1,328 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $399,488 | 1,328 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $341,813 | 1,328 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $265,799 | 1,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $221,497 | 1,328 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $250,434 | 1,328 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $211,112 | 1,328 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $233,103 | 1,328 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||