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Flatrock Wealth Partners LLC

Position in GE — General Electric Co

CIK 2130067 NEWPORT BEACH, CA

Position in GE

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$520,979
+$29,774 QoQ
Shares Held
1,394
-19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,256
of 3,420 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, 2026

Flatrock Wealth Partners LLC holds $2,954,861 across 7 Aerospace & Defense names. GE ranks #2 (17.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 GE
General Electric Co
This page
1,394 $520,979

All Filings in GE

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $520,979 1,394
2026-03-31 $491,205 1,731
2025-12-31 $471,285 1,530