Position in GE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,645,634
+$698,689 QoQ
Shares Held
7,079
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,111
of 3,418 holders
Holding Since
Mar 2020
24 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, 2026SYM FINANCIAL Corp holds $5,410,556 across 8 Aerospace & Defense names. GE ranks #1 (48.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
7,079 | $2,645,634 | |
| 2 | RTX |
RTX Corp
|
2,812 | $533,520 | |
| 3 | LMT |
Lockheed Martin Corp
|
853 | $434,569 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
1,501 | $403,558 | |
| 5 | GD |
General Dynamics Corp
|
1,139 | $403,479 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
713 | $363,138 | |
| 7 | TXT |
Textron Inc
|
3,431 | $314,725 | |
| 8 | BA |
Boeing Co
|
1,441 | $311,933 |
All Filings in GE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,645,634 | 7,079 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,946,945 | 6,861 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,067,189 | 6,711 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,958,939 | 6,512 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,823,350 | 7,084 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,293,769 | 6,464 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $979,557 | 5,873 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,181,830 | 6,267 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,017,408 | 6,400 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $818,847 | 4,665 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,063,285 | 8,331 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $893,464 | 8,082 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $278,030 | 2,531 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $245,692 | 2,570 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $215,256 | 2,569 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $269,924 | 2,950 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $278,686 | 2,950 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $320,938 | 3,115 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $337,092 | 25,044 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $300,243 | 22,867 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $238,388 | 22,073 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $138,356 | 22,208 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $151,659 | 22,205 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $176,283 | 22,202 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||