Position in GE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,049,161
+$578,949 QoQ
Shares Held
5,483
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,238
of 3,412 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $7,329,100 across 8 Aerospace & Defense names. GE ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
12,185 | $2,081,929 | |
| 2 | GE |
General Electric Co
This page
|
5,483 | $2,049,161 | |
| 3 | NOC |
Northrop Grumman Corp /De/
|
1,594 | $811,840 | |
| 4 | RTX |
RTX Corp
|
4,266 | $809,388 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
2,836 | $626,188 | |
| 6 | TDG |
TransDigm Group INC
|
351 | $467,546 | |
| 7 | BA |
Boeing Co
|
1,295 | $280,328 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
754 | $202,720 |
All Filings in GE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,049,161 | 5,483 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,470,212 | 5,181 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,659,973 | 5,389 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,615,403 | 5,370 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,298,532 | 5,045 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $941,105 | 4,702 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $531,559 | 3,187 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $522,178 | 2,769 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $296,002 | 1,862 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $325,959 | 1,857 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||