Position in GE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$325,892
-$591,536 QoQ
Shares Held
872
-73.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,705
of 3,420 holders
Holding Since
Sep 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, 2026SMART Wealth LLC holds $2,325,006 across 5 Aerospace & Defense names. GE ranks #3 (14.0% 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 | $325,892 | 872 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $917,428 | 3,233 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $359,779 | 1,168 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,376,552 | 4,576 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,461,203 | 5,677 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $844,032 | 4,217 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $558,079 | 3,346 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $353,587 | 1,875 | Shares | Sole | 2024-12-16 | |
| No filing history on record for this holder in this stock. | ||||||