Position in GE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,464,274
+$560,184 QoQ
Shares Held
3,918
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,444
of 3,420 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Global Financial Private Client, LLC holds $9,808,045 across 8 Aerospace & Defense names. GE ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
11,883 | $2,254,561 | |
| 2 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
33,550 | $1,672,802 | |
| 3 | GE |
General Electric Co
This page
|
3,918 | $1,464,274 | |
| 4 | LMT |
Lockheed Martin Corp
|
2,715 | $1,383,183 | |
| 5 | GD |
General Dynamics Corp
|
3,101 | $1,098,497 | |
| 6 | BA |
Boeing Co
|
4,913 | $1,063,517 | |
| 7 | RKLB |
Rocket Lab Corp
|
6,122 | $622,301 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
444 | $248,910 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,464,274 | 3,918 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $904,090 | 3,186 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $825,211 | 2,679 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $800,180 | 2,660 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $652,483 | 2,535 | Shares | Other | 2025-07-10 | |
| 2025-03-31 | $457,542 | 2,286 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $349,258 | 2,094 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $394,132 | 2,090 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $318,416 | 2,003 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $343,336 | 1,956 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $240,582 | 1,885 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $168,699 | 1,526 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $139,948 | 1,274 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $88,334 | 924 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $77,421 | 924 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $57,204 | 924 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $58,831 | 924 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $180,712 | 1,975 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $87,290 | 924 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $108,284 | 1,051 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $113,225 | 8,412 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $110,449 | 8,412 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $90,849 | 8,412 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $52,406 | 8,412 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $62,917 | 9,212 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $65,203 | 8,212 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||