Position in GE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$723,167
+$196,775 QoQ
Shares Held
1,935
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,983
of 3,420 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, 2026AGH Wealth Advisors, LLC holds $2,631,324 across 4 Aerospace & Defense names. GE ranks #2 (27.5% of the industry book) .
All Filings in GE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,167 | 1,935 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $526,392 | 1,855 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $566,466 | 1,839 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $652,177 | 2,168 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $538,974 | 2,094 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $429,921 | 2,148 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $384,951 | 2,308 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||