AE Wealth Management LLC

Position in TDG — TransDigm Group INC

CIK 1697723 TOPEKA, KS

Position in TDG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$331,674

+$39,632 QoQ

Shares Held

249

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#792

of 1,139 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $129,959,181 across 22 Aerospace & Defense names. TDG ranks #19 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	243,204	$46,143,054
2	GE	General Electric Co	108,708	$40,627,404
3	BWXT	BWX Technologies, Inc.	42,057	$8,186,368
4	BA	Boeing Co	21,298	$4,610,352
5	LMT	Lockheed Martin Corp	7,626	$3,885,120
6	GD	General Dynamics Corp	10,650	$3,772,640
7	TXT	Textron Inc	40,298	$3,696,510
8	NOC	Northrop Grumman Corp /De/	6,330	$3,223,915

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,674	249	-1.2%	Shares	Other	2026-08-03
2026-03-31	$292,042	252	-26.5%	Shares	Other	2026-05-13
2025-12-31	$456,128	343	+55.9%	Shares	Other	2026-01-26
2025-09-30	$289,963	220	+42.9%	Shares	Other	2025-11-03
2025-06-30	$234,175	154	-97.4%	Shares	Other	2025-08-06
2023-12-31	$5,939,103	5,871	+1763.8%	Shares	Sole	2024-02-14
2023-09-30	$265,585	315	+12.5%	Shares	Sole	2023-10-11
2023-06-30	$250,367	280	-11.9%	Shares	Sole	2023-07-10
2023-03-31	$234,381	318	-38.5%	Shares	Sole	2023-04-14
2021-03-31	$303,954	517	+52.5%	Shares	Sole	2021-04-27
2020-12-31	$209,790	339	-40.1%	Shares	Sole	2021-02-01
2020-06-30	$250,200	566	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.