GE
General Electric
10 super-investors hold GE worth a combined $15.68B. The largest position: Chris Hohn at 29.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 54 — ranked #28 of 724 scored stocks.
Why super-investors own GE
Chris Hohn dominates the cohort's GE exposure, holding $13.5B — 86% of the cohort's combined $15.7B — at a 29.8% portfolio concentration that makes it his largest disclosed position by a significant margin. Nelson Peltz holds a similarly high-conviction 29.6% weighting at $1.1B. With zero activity in 2026Q1 — no additions, trims, or exits — the cohort held its positions entirely unchanged. Owner count has been stable at 10 but notably rose from a trough of 4 in the prior two quarters, suggesting modest broadening of interest rather than further attrition. The picture here is dominated by two concentrated holders; the remaining owners, including Greenblatt and AKO Capital, carry far smaller weightings and add limited incremental signal.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- GE Aerospace Could Raise 2026 Guidance by $500 Million, RBC Says Ahead of EarningsBenzinga ·
- The AI Power Shock: Is GE Vernova or PPL the Better Stock to Buy?The Motley Fool ·
- How Will GE Aerospace Stock React To Its Upcoming Earnings?Trefis ·
- General Electric (GE) Stock May Trade At A Premium On Cash Flow While Earnings Look Fairsimplywall.st ·
- GE Aerospace $GE Shares Bought by Livforsakringsbolaget Skandia OmsesidigtMarketBeat ·
- Avantax Planning Partners Inc. Raises Stock Position in GE Aerospace $GEMarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2021Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chris Hohn | 29.8% | 13q | $13.48B | 47,510,431 |
| 2 | Nelson Peltz | 29.6% | 19q | $1.14B | 4,030,765 |
| 3 | Joel Greenblatt | 0.4% | 19q | $554M | 1,952,960 |
| 4 | AKO Capital | 5.5% | 11q | $283M | 996,847 |
| 5 | Dodge & Cox Funds | 0.1% | 19q | $209M | 737,999 |
| 6 | Torray Funds | 0.4% | — 1q | $3M | 10,532 |
| 7 | Christopher Bloomstran | 0.3% | 19q | $3M | 9,352 |
| 8 | Mairs & Power Funds | <0.1% | 17q | $2M | 7,525 |
| 9 | Hillman Capital Management | 0.3% | 19q | $364K | 1,282 |
| 10 | Richard Pzena | <0.1% | 14q | $209K | 736 |
- 1Chris Hohnport29.8%val$13.48B47,510,431 sh·13q held
- 2Nelson Peltzport29.6%val$1.14B4,030,765 sh·19q held
- 3Joel Greenblattport0.4%val$554M1,952,960 sh·19q held
- 4AKO Capitalport5.5%val$283M996,847 sh·11q held
- 5Dodge & Cox Fundsport0.1%val$209M737,999 sh·19q held
- 6Torray Fundsport0.4%val$3M10,532 sh·—1q held
- 7Christopher Bloomstranport0.3%val$3M9,352 sh·19q held
- 8Mairs & Power Fundsport<0.1%val$2M7,525 sh·17q held
- 9Hillman Capital Managementport0.3%val$364K1,282 sh·19q held
- 10Richard Pzenaport<0.1%val$209K736 sh·14q held
Owners of GE also hold
Long US equity 13F-HR filings only. CUSIP 369604301. Not investment advice.