Position in GE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$341,215
+$81,282 QoQ
Shares Held
913
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,665
of 3,420 holders
Holding Since
Dec 2025
3 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, 2026Elevation Wealth Management LLC holds $560,065 across 2 Aerospace & Defense names. GE ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
913 | $341,215 | |
| 2 | BA |
Boeing Co
|
1,011 | $218,850 |
All Filings in GE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,215 | 913 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $259,933 | 916 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $259,360 | 842 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||