Position in HEI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$138,914
+$138,914 QoQ
Shares Held
390
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#746
of 912 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $6,905,674 across 18 Aerospace & Defense names. HEI ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
8,051 | $1,742,799 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
5,233 | $1,156,911 | |
| 3 | AXON |
Axon Enterprise, Inc.
|
1,682 | $942,946 | |
| 4 | HII |
Huntington Ingalls Industries, Inc.
|
2,454 | $686,850 | |
| 5 | GD |
General Dynamics Corp
|
1,461 | $517,544 | |
| 6 | RTX |
RTX Corp
|
2,304 | $437,137 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
1,524 | $409,742 | |
| 8 | GE |
General Electric Co
|
531 | $198,450 |
All Filings in HEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,914 | 390 | Shares | Sole | 2026-08-10 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $80,052 | 358 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||