Total Wealth Planning & Management, Inc.
Position in GE — General Electric Co
CIK 2058383
Ponte Vedra Beach, FL
Position in GE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,379,063
+$291,941 QoQ
Shares Held
3,690
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,488
of 3,430 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $6,724,874 across 10 Aerospace & Defense names. GE ranks #1 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
3,690 | $1,379,063 | |
| 2 | HEI |
Heico Corp
|
3,572 | $1,272,310 | |
| 3 | RTX |
RTX Corp
|
5,065 | $960,982 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,440 | $733,622 | |
| 5 | GD |
General Dynamics Corp
|
1,840 | $651,801 | |
| 6 | HII |
Huntington Ingalls Industries, Inc.
|
2,135 | $597,565 | |
| 7 | RKLB |
Rocket Lab Corp
|
3,849 | $391,250 | |
| 8 | PL |
Planet Labs PBC
|
8,920 | $295,519 |
All Filings in GE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,379,063 | 3,690 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,087,122 | 3,831 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $693,991 | 2,253 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $569,861 | 2,214 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $500,775 | 2,502 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $489,195 | 2,933 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||