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Ge Investment Management 13F Portfolio

Portfolio Manager
Ge Investment Management CORP
Performance
+31.59% (2026 Q2)
AUM (13F)
$320.89M
# of Holdings
4
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Ge Investment Management CORP Holdings Map

Top 4 Ge Investment Management CORP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GE
GE AEROSPACE
99.74%856.4K$320.1M
+0.00%(+0)
2025-Q2: 856.4K shares2025-Q3: 856.4K shares2025-Q4: 856.4K shares2026-Q1: 856.4K shares2026-Q2: 856.4K shares
$120.97(+204.51%)
2026-06-30
SRLN
SSGA ACTIVE ETF TR
0.14%11.0K$445K
+0.00%(+0)
2025-Q2: 11.0K shares2025-Q3: 11.0K shares2025-Q4: 11.0K shares2026-Q1: 11.0K shares2026-Q2: 11.0K shares
$41.87(-3.10%)
2026-06-30
SPIB
SPDR SERIES TRUST
0.12%11.6K$388K
+0.00%(+0)
2025-Q2: 11.6K shares2025-Q3: 11.6K shares2025-Q4: 11.6K shares2026-Q1: 11.6K shares2026-Q2: 11.6K shares
$32.65(+1.47%)
2026-06-30
AGG
ISHARES TR
0%10$990
+0.00%(+0)
2025-Q2: 10 shares2025-Q3: 10 shares2025-Q4: 10 shares2026-Q1: 10 shares2026-Q2: 10 shares
$98.60(-1.13%)
2026-06-30

About Ge Investment Management CORP’s portfolio

Ge Investment Management CORP reports $320.89M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are GE (99.7%), SRLN (0.1%) and SPIB (0.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +115.70% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GE — 99.7% ($320.05M)SRLN — 0.1% ($444.7K)SPIB — 0.1% ($387.7K)AGG — 0.0% ($990)
100%in top 4
  • GE99.7%
  • SRLN0.1%
  • SPIB0.1%
  • AGG0.0%

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Source filings

Holdings on this page are parsed from Ge Investment Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1125824). View Ge Investment Management CORP’s 13F filings on SEC

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