Position in GE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$932,456
+$226,437 QoQ
Shares Held
2,495
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.29%
of 13F equity value
Holder Rank
#1,775
of 3,412 holders
Holding Since
Mar 2025
6 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, 2026HFM Investment Advisors, LLC holds $1,134,957 across 28 Aerospace & Defense names. GE ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
2,495 | $932,456 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
208 | $105,936 | |
| 3 | BA |
Boeing Co
|
159 | $34,418 | |
| 4 | RTX |
RTX Corp
|
32 | $6,071 | |
| 5 | CW |
Curtiss Wright Corp
|
8 | $6,062 | |
| 6 | LMT |
Lockheed Martin Corp
|
11 | $5,604 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
25 | $4,271 | |
| 8 | WWD |
Woodward, Inc.
|
9 | $3,828 |
All Filings in GE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932,456 | 2,495 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $706,019 | 2,488 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $693,991 | 2,253 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $672,633 | 2,236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $575,524 | 2,236 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $443,332 | 2,215 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||