Position in GE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,323,377
+$320,251 QoQ
Shares Held
3,541
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#1,513
of 3,418 holders
Holding Since
Dec 2024
7 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, 2026Plan A Wealth LLC holds $1,523,679 across 2 Aerospace & Defense names. GE ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
3,541 | $1,323,377 | |
| 2 | ESLT |
Elbit Systems Ltd
|
264 | $200,302 |
All Filings in GE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,377 | 3,541 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,003,126 | 3,535 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,111,680 | 3,609 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,082,049 | 3,597 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $926,604 | 3,600 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $723,742 | 3,616 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $671,162 | 4,024 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||