Position in GE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,795,228
+$720,013 QoQ
Shares Held
10,155
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#944
of 3,412 holders
Holding Since
Jun 2022
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in GE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $9,798,380 across 8 Aerospace & Defense names. GE ranks #1 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
10,155 | $3,795,228 | |
| 2 | RTX |
RTX Corp
|
11,339 | $2,151,348 | |
| 3 | CW |
Curtiss Wright Corp
|
1,760 | $1,333,657 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,674 | $852,836 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,120 | $570,427 | |
| 6 | VVX |
V2X, Inc.
|
7,334 | $546,823 | |
| 7 | ISSC |
Innovative Solutions & Support Inc
|
20,400 | $367,200 | |
| 8 | CVU |
Cpi Aerostructures Inc
|
34,848 | $180,861 |
All Filings in GE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,795,228 | 10,155 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,075,215 | 10,837 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,369,848 | 10,940 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,303,605 | 10,982 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,051,398 | 7,970 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,054,339 | 10,264 | Shares | Sole | 2025-05-02 | |
| 2022-09-30 | $27,302 | 441 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $28,078 | 441 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||