Position in GE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,974,581
+$2,753,765 QoQ
Shares Held
29,365
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#32
of 558 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $46,765,078 across 20 Aerospace & Defense names. GE ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
29,365 | $10,974,581 | |
| 2 | BA |
Boeing Co
|
35,022 | $7,581,212 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
33,710 | $5,759,690 | |
| 4 | RTX |
RTX Corp
|
24,271 | $4,604,936 | |
| 5 | GD |
General Dynamics Corp
|
7,847 | $2,779,721 | |
| 6 | FTAI |
FTAI Aviation Ltd.
|
9,011 | $2,437,745 | |
| 7 | LMT |
Lockheed Martin Corp
|
4,716 | $2,402,613 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
8,319 | $1,836,835 |
All Filings in GE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,974,581 | 29,365 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,220,816 | 28,970 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,675,356 | 28,164 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $8,518,019 | 28,316 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $6,331,794 | 24,600 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,216,159 | 21,065 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,100,959 | 18,592 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,821,007 | 20,262 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $3,371,753 | 21,210 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,214,227 | 15,806 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,338,026 | 13,136 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,121,468 | 12,711 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,090,259 | 12,436 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $866,046 | 11,351 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $528,968 | 10,133 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $400,482 | 10,383 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $441,181 | 11,122 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $680,024 | 11,929 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $698,507 | 11,868 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $702,617 | 10,946 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||