Position in GE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,134,196
+$461,869 QoQ
Shares Held
40,495
-21.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#156
of 2,079 holders
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, 2026Clearstead Advisors, LLC holds $104,576,145 across 54 Aerospace & Defense names. GE ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
176,048 | $33,401,587 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
104,827 | $17,910,741 | |
| 3 | GE |
General Electric Co
This page
|
40,495 | $15,134,196 | |
| 4 | BA |
Boeing Co
|
32,668 | $7,071,641 | |
| 5 | LMT |
Lockheed Martin Corp
|
13,629 | $6,943,430 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
9,373 | $4,773,762 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
16,083 | $3,555,629 | |
| 8 | GD |
General Dynamics Corp
|
8,301 | $2,940,546 |
All Filings in GE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,134,196 | 40,495 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,672,327 | 51,705 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,030,111 | 39,055 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,118,006 | 36,959 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,137,384 | 31,615 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,716,884 | 28,563 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,775,698 | 28,633 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,331,910 | 28,274 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,198,476 | 20,120 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,613,296 | 9,191 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,171,260 | 9,177 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $862,400 | 7,801 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $875,065 | 7,966 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $764,800 | 8,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $654,651 | 7,813 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $535,026 | 8,642 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $608,812 | 9,562 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $866,412 | 9,469 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $866,667 | 9,174 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,085,317 | 10,534 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,111,648 | 82,589 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,046,054 | 79,669 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $854,464 | 79,117 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $495,073 | 79,466 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $766,919 | 112,287 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $680,314 | 85,682 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||