Dougherty & Associates, LLC

Position in GE — General Electric Co

CIK 2109295 Spring Hill, FL

Position in GE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,918,831

+$726,424 QoQ

Shares Held

7,810

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#1,068

of 3,418 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Dougherty & Associates, LLC holds $4,454,379 across 3 Aerospace & Defense names. GE ranks #1 (65.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co This page	7,810	$2,918,831
2	GD	General Dynamics Corp	2,991	$1,059,531
3	BA	Boeing Co	2,199	$476,017

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,918,831	7,810	+1.1%	Shares	Sole	2026-07-16
2026-03-31	$2,192,407	7,726	-4.6%	Shares	Sole	2026-04-21
2025-12-31	$2,494,118	8,097	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.