Position in GE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,585,362
+$1,009,309 QoQ
Shares Held
4,242
+109.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,374
of 3,418 holders
Holding Since
Jun 2024
6 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, 2026Triad Wealth Partners, LLC holds $9,643,232 across 11 Aerospace & Defense names. GE ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
18,603 | $3,178,508 | |
| 2 | GE |
General Electric Co
This page
|
4,242 | $1,585,362 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,255 | $1,148,832 | |
| 4 | RTX |
RTX Corp
|
4,809 | $912,411 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
2,790 | $810,746 | |
| 6 | BA |
Boeing Co
|
2,223 | $481,212 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
1,754 | $387,774 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,418 | $381,243 |
All Filings in GE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,585,362 | 4,242 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $576,053 | 2,030 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $556,302 | 1,806 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $348,951 | 1,160 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $253,529 | 985 | Shares | Sole | 2025-07-21 | |
| 2024-06-30 | $44,511 | 280 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||