PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in GE — General Electric Co
CIK 2145782
WALTHAM, MA
Position in GE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$235,076
+$124,690 QoQ
Shares Held
629
+61.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,004
of 3,420 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,213,919 across 10 Aerospace & Defense names. GE ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
796 | $446,245 | |
| 2 | GE |
General Electric Co
This page
|
629 | $235,076 | |
| 3 | BA |
Boeing Co
|
627 | $135,726 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
454 | $131,927 | |
| 5 | RTX |
RTX Corp
|
536 | $101,695 | |
| 6 | LMT |
Lockheed Martin Corp
|
123 | $62,663 | |
| 7 | ESLT |
Elbit Systems Ltd
|
79 | $59,938 | |
| 8 | RKLB |
Rocket Lab Corp
|
196 | $19,923 |
All Filings in GE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,076 | 629 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $110,386 | 389 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $46,204 | 150 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $45,123 | 150 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $3,860 | 15 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $2,401 | 12 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $2,001 | 12 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $2,262 | 12 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $3,974 | 25 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $4,388 | 25 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $3,190 | 25 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $1,437 | 13 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $2,856 | 26 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $2,485 | 26 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $3,351 | 40 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||