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Equibles

Bernard Wealth Management Corp.

Position in GE — General Electric Co

CIK 2056313 ROYAL OAK, MI
Back to GE Full portfolio

Position in GE

as of Jun 30, 2026 · filed Aug 21, 2026
Position Value
$373
+$90 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3,435
of 3,439 holders
Holding Since
Dec 2024
4 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, 2026

Bernard Wealth Management Corp. holds $1,016,963 across 6 Aerospace & Defense names. GE ranks #6 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HONA
Honeywell Aerospace Inc.
 2,382 $526,612
2 GD
General Dynamics Corp
 1,074 $380,453
3 SPCX
Space Exploration Technologies Corp
 343 $58,604
4 LMT
Lockheed Martin Corp
 80 $40,756
5 RKLB
Rocket Lab Corp
 100 $10,165
6 GE
General Electric Co
This page 		1 $373

All Filings in GE

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $373 1
2026-03-31 $283 1
2025-12-31 $308 1
2024-12-31 $11,842 71