Position in GE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,177,452
+$750,651 QoQ
Shares Held
8,502
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,030
of 3,418 holders
Holding Since
Mar 2020
23 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, 2026PDS Planning, Inc holds $10,107,618 across 13 Aerospace & Defense names. GE ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
This page
|
8,502 | $3,177,452 | |
| 2 | RTX |
RTX Corp
|
7,810 | $1,481,791 | |
| 3 | BA |
Boeing Co
|
5,112 | $1,106,594 | |
| 4 | LMT |
Lockheed Martin Corp
|
1,905 | $970,521 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,909 | $513,253 | |
| 6 | GD |
General Dynamics Corp
|
1,396 | $494,519 | |
| 7 | ESLT |
Elbit Systems Ltd
|
613 | $465,095 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
841 | $428,329 |
All Filings in GE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,177,452 | 8,502 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,426,801 | 8,552 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,591,764 | 8,414 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,524,180 | 8,391 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,154,354 | 8,370 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,410,657 | 7,048 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,062,452 | 6,370 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,192,579 | 6,324 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $999,762 | 6,289 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $815,161 | 4,644 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $457,425 | 3,584 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $422,853 | 3,825 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $415,562 | 3,783 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $302,191 | 3,161 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $202,855 | 2,421 | Shares | Sole | 2023-01-27 | |
| 2022-03-31 | $197,731 | 2,161 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $206,162 | 2,001 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $202,532 | 15,047 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $176,624 | 13,452 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $117,838 | 10,911 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $57,920 | 9,297 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $79,596 | 11,654 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $78,597 | 9,899 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||