Position in GE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$157,340
+$32,482 QoQ
Shares Held
421
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,173
of 3,420 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Advocate Investing Services LLC holds $357,533 across 10 Aerospace & Defense names. GE ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
421 | $157,340 | |
| 2 | BA |
Boeing Co
|
400 | $86,588 | |
| 3 | GD |
General Dynamics Corp
|
130 | $46,051 | |
| 4 | AXON |
Axon Enterprise, Inc.
|
50 | $28,030 | |
| 5 | RTX |
RTX Corp
|
60 | $11,383 | |
| 6 | RKLB |
Rocket Lab Corp
|
105 | $10,673 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
50 | $8,543 | |
| 8 | KTOS |
Kratos Defense & Security Solutions, Inc.
|
100 | $4,986 |
All Filings in GE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,340 | 421 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $124,858 | 440 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $109,042 | 354 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||