Position in GE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$84,089
+$20,525 QoQ
Shares Held
225
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#3,260
of 3,418 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, 2026Nvest Wealth Strategies, Inc. holds $110,573 across 8 Aerospace & Defense names. GE ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
225 | $84,089 | |
| 2 | RTX |
RTX Corp
|
106 | $20,111 | |
| 3 | PL |
Planet Labs PBC
|
100 | $3,313 | |
| 4 | ACHR |
Archer Aviation Inc.
|
300 | $1,419 | |
| 5 | CW |
Curtiss Wright Corp
|
1 | $757 | |
| 6 | LMT |
Lockheed Martin Corp
|
1 | $509 | |
| 7 | PEW |
GrabAGun Digital Holdings Inc.
|
133 | $303 | |
| 8 | SPCE |
Virgin Galactic Holdings, Inc
|
25 | $72 |
All Filings in GE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,089 | 225 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $63,564 | 224 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $57,909 | 188 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||