Wealthspire Retirement, LLC
PensionPosition in GE — General Electric Co
CIK 2040084
ALISO VIEJO, CA
Position in GE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$248,156
-$44,410 QoQ
Shares Held
664
-35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,947
of 3,420 holders
Holding Since
Mar 2024
8 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, 2026Wealthspire Retirement, LLC holds $1,484,823 across 4 Aerospace & Defense names. GE ranks #4 (16.7% of the industry book) .
All Filings in GE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,156 | 664 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $292,566 | 1,031 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $372,716 | 1,210 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $237,046 | 788 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $292,909 | 1,138 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $228,371 | 1,141 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $207,773 | 1,307 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $237,492 | 1,353 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||