Position in GE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$773,621
+$127,193 QoQ
Shares Held
2,070
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,932
of 3,420 holders
Holding Since
Mar 2020
18 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, 2026WENDELL DAVID ASSOCIATES INC holds $19,690,655 across 8 Aerospace & Defense names. GE ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
43,314 | $8,217,965 | |
| 2 | HEI |
Heico Corp
|
11,099 | $3,953,352 | |
| 3 | LMT |
Lockheed Martin Corp
|
6,962 | $3,546,860 | |
| 4 | HONA |
Honeywell Aerospace Inc.
|
6,832 | $1,508,505 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
1,922 | $978,893 | |
| 6 | GE |
General Electric Co
This page
|
2,070 | $773,621 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
1,595 | $463,491 | |
| 8 | GD |
General Dynamics Corp
|
700 | $247,968 |
All Filings in GE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,621 | 2,070 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $646,428 | 2,278 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $701,692 | 2,278 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $740,318 | 2,461 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $640,128 | 2,487 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $497,773 | 2,487 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $414,806 | 2,487 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $468,998 | 2,487 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $395,358 | 2,487 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $436,543 | 2,487 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $310,140 | 2,430 | Shares | Other | 2024-01-22 | |
| 2023-09-30 | $245,641 | 2,222 | Shares | Other | 2023-10-20 | |
| 2021-06-30 | $178,668 | 13,274 | Shares | Other | 2021-07-19 | |
| 2021-03-31 | $178,883 | 13,624 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $143,359 | 13,274 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $82,697 | 13,274 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $90,661 | 13,274 | Shares | Other | 2020-07-17 | |
| 2020-03-31 | $229,894 | 28,954 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||