Position in GE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,263,682
+$666,626 QoQ
Shares Held
6,057
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,187
of 3,420 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $16,499,721 across 13 Aerospace & Defense names. GE ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
21,401 | $4,060,410 | |
| 2 | LMT |
Lockheed Martin Corp
|
6,394 | $3,257,487 | |
| 3 | HONA |
Honeywell Aerospace Inc.
|
11,143 | $2,463,494 | |
| 4 | GE |
General Electric Co
This page
|
6,057 | $2,263,682 | |
| 5 | GD |
General Dynamics Corp
|
4,499 | $1,593,725 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
4,108 | $1,193,743 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
2,336 | $1,189,748 | |
| 8 | BA |
Boeing Co
|
858 | $185,731 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,263,682 | 6,057 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,597,056 | 5,628 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,721,887 | 5,590 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,512,522 | 5,028 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,122,220 | 4,360 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $910,081 | 4,547 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $758,393 | 4,547 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $857,472 | 4,547 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $762,896 | 4,799 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $840,788 | 4,790 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $611,347 | 4,790 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $501,674 | 4,538 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $505,090 | 4,598 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $439,568 | 4,598 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $385,266 | 4,598 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $284,661 | 4,598 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $386,476 | 6,070 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $297,648 | 3,253 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $307,310 | 3,253 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $335,155 | 3,253 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $296,564 | 22,033 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $261,720 | 19,933 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $215,276 | 19,933 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $124,182 | 19,933 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $164,526 | 24,089 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $199,206 | 25,089 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||