GE INVESTMENT MANAGEMENT CORP.

CIK 1125824 · View on SEC EDGAR ↗

Portfolio value
$320.9M
#4,990 of 9,443 by 13F value · top 52.8%
Positions
4
As of
June 30, 2026

Portfolio value QoQ: +31.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
1
Effective number of positions
1.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
0
Closed
0
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+125.6%
S&P 500 total return (same window)
+28.1%
Excess return
+97.6%

Annualized: +72.3% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 95.9% · Options excluded: 0.0%

Sector breakdown

Industrials
99.7%
Other/Unmapped
0.3%

Full portfolio 4 positions

Type Streak 8Q trend
GE GE Aerospace Common Stock $320,053,776 99.74% 856,377 $77,039,675
SRLN $444,681 0.14% 11,037 $1,656
SPIB $387,734 0.12% 11,588 $-928
AGG $990 0.00% 10 $-3

Top movers (QoQ)

Security Action Shares Δ Value Δ
GE Price move only +0 +$77.0M
SRLN Price move only +0 +$2K
SPIB Price move only +0 -$928
AGG Price move only +0 -$3