Retirement Wealth Solutions LLC
PensionPosition in GE — General Electric Co
CIK 2044741
MARSHFIELD, WI
Position in GE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$18,686
+$6,768 QoQ
Shares Held
50
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,358
of 3,418 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $149,781 across 16 Aerospace & Defense names. GE ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
79 | $27,984 | |
| 2 | BWXT |
BWX Technologies, Inc.
|
117 | $22,774 | |
| 3 | GE |
General Electric Co
This page
|
50 | $18,686 | |
| 4 | LMT |
Lockheed Martin Corp
|
30 | $15,283 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
52 | $15,110 | |
| 6 | RKLB |
Rocket Lab Corp
|
114 | $11,588 | |
| 7 | WWD |
Woodward, Inc.
|
26 | $11,061 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
32 | $8,603 |
All Filings in GE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,686 | 50 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $11,918 | 42 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,084 | 23 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,618 | 22 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,831 | 11 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $2,201 | 11 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $500 | 3 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||