Burton Enright Welch

Position in GE — General Electric Co

CIK 2105919 WALNUT CREEK, CA

Position in GE

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$549,756

+$157,586 QoQ

Shares Held

1,471

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#2,207

of 3,420 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Burton Enright Welch holds $1,198,610 across 3 Aerospace & Defense names. GE ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	1,471	$549,756
2	BA	Boeing Co	1,896	$410,427
3	LMT	Lockheed Martin Corp	468	$238,427

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$549,756	1,471	+6.4%	Shares	Sole	2026-07-17
2026-03-31	$392,170	1,382	-15.1%	Shares	Sole	2026-05-04
2025-12-31	$501,472	1,628	+9.6%	Shares	Sole	2026-02-13
2025-09-30	$446,717	1,485	+7.1%	Shares	Sole	2026-03-09
2025-06-30	$356,742	1,386	+1.9%	Shares	Sole	2026-03-09
2025-03-31	$272,204	1,360	+12.9%	Shares	Sole	2026-03-09
2024-12-31	$200,981	1,205	+2.6%	Shares	Sole	2026-03-09
2024-09-30	$221,581	1,175	0.0%	Shares	Sole	2026-03-09
2024-03-31	$206,247	1,175	—	Shares	Sole	2026-03-09
No filing history on record for this holder in this stock.