Position in HEI
as of Dec 31, 2025
· filed Jan 12, 2026
Position Value
$588,919
-$3,872 QoQ
Shares Held
2,333
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Private Wealth Group, LLC holds $491,828 across 1 Aerospace & Defense name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,316 | $491,828 |
All Filings in HEI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 HEI-A | $588,919 | 2,333 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 HEI-A | $592,791 | 2,333 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 HEI-A | $603,663 | 2,333 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 HEI-A | $492,193 | 2,333 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 HEI-A | $434,124 | 2,333 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 HEI-A | $475,372 | 2,333 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 HEI-A | $414,154 | 2,333 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 HEI-A | $359,142 | 2,333 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 HEI-A | $332,312 | 2,333 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 HEI-A | $301,470 | 2,333 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 HEI-A | $328,019 | 2,333 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 HEI-A | $317,054 | 2,333 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 HEI-A | $279,610 | 2,333 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 HEI-A | $267,408 | 2,333 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 HEI-A | $245,851 | 2,333 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 HEI-A | $295,894 | 2,333 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 HEI-A | $299,837 | 2,333 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 HEI-A | $276,297 | 2,333 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 HEI-A | $289,711 | 2,333 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 HEI-A | $265,028 | 2,333 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 HEI-A | $273,100 | 2,333 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 HEI-A | $206,843 | 2,333 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||