Position in GE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$432,779
+$85,161 QoQ
Shares Held
1,158
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,438
of 3,420 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $4,709,708 across 9 Aerospace & Defense names. GE ranks #7 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
3,722 | $805,701 | |
| 2 | GD |
General Dynamics Corp
|
1,937 | $686,162 | |
| 3 | RTX |
RTX Corp
|
3,234 | $613,586 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,192 | $607,276 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
2,897 | $494,981 | |
| 6 | HWM |
Howmet Aerospace Inc.
|
1,684 | $452,760 | |
| 7 | GE |
General Electric Co
This page
|
1,158 | $432,779 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
639 | $325,449 |
All Filings in GE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,779 | 1,158 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $347,618 | 1,225 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||