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Equibles

INDEPENDENT FINANCIAL GROUP, LLC

Position in GE — General Electric Co

CIK 275484 SAN DIEGO, CA
Back to GE Full portfolio

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
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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

INDEPENDENT FINANCIAL GROUP, LLC holds $46,767,407 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 $1,839,164

All Filings in GE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,974,581 29,365
2026-03-31 $8,220,816 28,970
2025-12-31 $8,675,356 28,164
2025-09-30 $8,518,019 28,316
2025-06-30 $6,331,794 24,600
2025-03-31 $4,216,159 21,065
2024-12-31 $3,100,959 18,592
2024-09-30 $3,821,007 20,262
2024-06-30 $3,371,753 21,210
2024-03-31 $2,774,427 15,806
2023-12-31 $1,676,547 13,136
2023-09-30 $1,405,200 12,711
2023-06-30 $1,366,094 12,436
2023-03-31 $1,085,155 11,351
2022-12-31 $849,044 10,133
2022-09-30 $642,811 10,383
2022-06-30 $708,138 11,122
2022-03-31 $1,091,502 11,929
2021-12-31 $1,121,169 11,868
2021-09-30 $1,127,765 10,946
2021-06-30 $1,057,875 78,594
2021-03-31 $855,051 65,122
2020-12-31 $688,824 63,780
2020-09-30 $365,626 58,688
2020-06-30 $423,971 62,075
2020-03-31 $453,857 57,161