Position in GE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$858,831
+$206,728 QoQ
Shares Held
2,298
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#1,868
of 3,430 holders
Holding Since
Dec 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, 2026Wingate Wealth Advisors, Inc. holds $1,665,194 across 3 Aerospace & Defense names. GE ranks #1 (51.6% of the industry book) .
All Filings in GE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,831 | 2,298 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $652,103 | 2,298 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $719,558 | 2,336 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $280,665 | 933 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $230,364 | 895 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $149,277 | 895 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||