CIK: 0001125824
Total reported value
$243.8M
Reporting period: 2026-03-31 · Number of holdings: 4
GE INVESTMENT MANAGEMENT CORP. disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $243.8M and a quarterly turnover rate of 8.2%.
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GE Investment Management CORP.'s disclosed holdings carry a Herfindahl concentration index of 0.993 — mathematically equivalent to about 1 equally-sized positions, well below its 4 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.99), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim GE
0.0% -$20.8M
Add SRLN
0.0% -$12.5K
Add SPIB
0.0% -$3.1K
Unchanged AGG
0.0% -$6.0
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 99.66% | -0.02% | — | |
| 2 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.18% | +0.01% | — | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.16% | +0.01% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | — | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 0% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 4 | $243.8M | 8 | |
| 2025-12-31 | 4 | $264.6M | 2 | |
| 2025-09-30 | 4 | $258.5M | 47 | |
| 2025-06-30 | 4 | $221.3M | 0 | |
| 2025-03-31 | 4 | $199.3M | 0 | |
| 2024-12-31 | 4 | $167.1M | 0 | |
| 2024-09-30 | 5 | $325.9M | 0 | |
| 2024-06-30 | 5 | $369.7M | 0 | |
| 2024-03-31 | 5 | $1.1B | 0 | |
| 2023-12-31 | 1 | $92.6M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRLN | Ss Blackstone Sr Loan ETF | 0% | — | Unchanged |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | 0% | — | Unchanged |
| 3 | AGG | Ishares Core U.s. Aggregate | — | — | Unchanged |
| 4 | GE | General Electric | 0% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-16 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
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