Position in RTX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,530,741
+$62,387 QoQ
Shares Held
8,068
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,539
of 3,386 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 4%
Shared 2%
None 94%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $10,974,564 across 13 Aerospace & Defense names. RTX ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
6,221 | $2,324,974 | |
| 2 | GD |
General Dynamics Corp
|
4,812 | $1,704,602 | |
| 3 | RTX |
RTX Corp
This page
|
8,068 | $1,530,741 | |
| 4 | CW |
Curtiss Wright Corp
|
1,985 | $1,504,153 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,148 | $846,371 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,568 | $798,833 | |
| 7 | BA |
Boeing Co
|
2,029 | $439,217 | |
| 8 | EMBJ |
Embraer S.A.
|
6,226 | $397,218 |
All Filings in RTX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530,741 | 8,068 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,468,354 | 7,612 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,354,042 | 7,383 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,260,795 | 13,511 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,660,393 | 11,371 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,558,788 | 11,768 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,227,094 | 10,604 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,037,977 | 8,567 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $890,559 | 8,871 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $827,931 | 8,489 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $567,775 | 6,748 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $223,034 | 3,099 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $259,691 | 2,651 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $261,766 | 2,673 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $305,787 | 3,030 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $254,092 | 3,104 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $393,954 | 4,099 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $442,842 | 4,470 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $523,933 | 6,088 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $519,714 | 6,046 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $524,827 | 6,152 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $406,208 | 5,257 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||