GE
General Electric
10 of the 83 super-investors we track hold GE, worth a combined $20.22B per their latest 13F filings. The largest position: Nelson Peltz at 35.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 55 of 100 (how strongly the cohort backs it) — ranked #27 of 742 stocks. The stock is up 5.6x since a tracked investor first held it at conviction size (Q3 2021 or earlier).
Held through it: Nelson Peltz (19q straight), Chris Hohn (13q straight), AKO Capital (11q straight) and 12 more. All multibaggers the cohort held →
Why super-investors own GE
GE is held by 10 super-investors in our cohort, with a combined position value of $20.2B. The highest-conviction owner is Nelson Peltz at 35.6% of their portfolio. Cohort ownership has grown from 9 to 10 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- GE Aerospace $GE Shares Sold by Flputnam Investment Management Co.MarketBeat ·
- GE Aerospace Insiders Sold $4.3 Million in Stock This Summer. Here’s What Investors Need to Know.TIKR.com ·
- GE STOCK EXPLODES!! | SHARES TRADED AS HIGH AS 12%!!! Nvidia Stock (a0w6OktGsl)Mshale ·
- Resilient GE stock trades near record levels as GE Vernova and GE Aerospace deliver strong Q2 growthAD HOC NEWS ·
- Resilient GE stock trades near record levels as GE Vernova and GE Aerospace deliver strong Q2 growth - Ad-hoc-news.deAd-hoc-news.de ·
- GE Vernova's Electrification Revenue Jumped 68% on Data Center Deals in a Single Quarter. So Why Did the Stock Sell Off?The Motley Fool ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2021Q3 → 2026Q2How 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 | 33.6% | 14q | $17.73B | 47,428,233 |
| 2 | Nelson Peltz | 35.6% | 20q | $1.51B | 4,030,765 |
| 3 | AKO Capital | 6.7% | 12q | $288M | 771,417 |
| 4 | Polen Capital Management | 2.2% | — 1q | $258M | 690,493 |
| 5 | Dodge & Cox Funds | 0.1% | 20q | $224M | 598,052 |
| 6 | Joel Greenblatt | 0.1% | 20q | $204M | 546,373 |
| 7 | Torray Funds | 0.6% | 2q | $4M | 10,999 |
| 8 | Christopher Bloomstran | 0.4% | 20q | $3M | 9,352 |
| 9 | Mairs & Power Funds | <0.1% | 18q | $3M | 7,525 |
| 10 | Richard Pzena | <0.1% | 15q | $275K | 736 |
- 1Chris Hohnport33.6%val$17.73B47,428,233 sh·14q held
- 2Nelson Peltzport35.6%val$1.51B4,030,765 sh·20q held
- 3AKO Capitalport6.7%val$288M771,417 sh·12q held
- 4Polen Capital Managementport2.2%val$258M690,493 sh·—1q held
- 5Dodge & Cox Fundsport0.1%val$224M598,052 sh·20q held
- 6Joel Greenblattport0.1%val$204M546,373 sh·20q held
- 7Torray Fundsport0.6%val$4M10,999 sh·2q held
- 8Christopher Bloomstranport0.4%val$3M9,352 sh·20q held
- 9Mairs & Power Fundsport<0.1%val$3M7,525 sh·18q held
- 10Richard Pzenaport<0.1%val$275K736 sh·15q held
Owners of GE also hold
Congress is trading GE
Congress tracker →- Laurel Leesold$1,001 - $15,000 · 2026-06-16
- Matthew Robert Van Eppssold$1,001 - $15,000 · 2026-06-16
- Jared Moskowitzbought$1,001 - $15,000 · 2026-03-31
- Maria Elvira Salazarbought$1,001 - $15,000 · 2026-03-24
- Jared Moskowitzbought$1,001 - $15,000 · 2026-03-23
- Jared Moskowitzbought$1,001 - $15,000 · 2026-03-23
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | TRIM | 6.7% | -23% | $288M | Aug 12, 2026 |
Long US equity 13F-HR filings only. CUSIP 369604301. Not investment advice.