Heritage Family Offices, LLP

Family Office

Position in GE — General Electric Co

CIK 2019316 SCOTTSDALE, AZ

Position in GE

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$572,180

+$305,720 QoQ

Shares Held

1,531

+63.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#2,173

of 3,418 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Family Offices, LLP holds $3,595,353 across 5 Aerospace & Defense names. GE ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	8,009	$1,519,547
2	BA	Boeing Co	4,856	$1,051,178
3	GE	General Electric Co This page	1,531	$572,180
4	HWM	Howmet Aerospace Inc.	862	$231,757
5	GD	General Dynamics Corp	623	$220,691

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$572,180	1,531	+63.0%	Shares	Sole	2026-07-29
2026-03-31	$266,460	939	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.