GE
General Electric Co 13F Holdings & Recent Stock Buys (Q2 2026)
General Electric CoCIK: 0000040545
Concentrated strategyQuality / disciplined sizingLong-term holder
Total reported value
$368.9M
Reporting period: 2026-06-30 · Number of holdings: 2
GENERAL ELECTRIC CO disclosed 2 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $368.9M and a quarterly turnover rate of 17.9%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 17.9
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 4
- Sizing Uniformity
- 88.06
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim BETA
0.0% $41.6M
Add HYLN
0.0% $19.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BETA | Beta Technologies Inc -cl A | Stock-Other | 92.23% | -4.63% | — | |
| 2 | HYLN | Hyliion Holdings CORP | Stock-Other | 7.77% | +4.63% | — |
Portfolio Performance
Performance for Q3 2026
+4.3%
Performance Last 4 Quarters
+32.1%
- Stdev
- +39.1%
- Beta
- +1.57
- Alpha
- -7%
- Max Drawdown
- -32.2%
- Annualized Perf
- +18.3%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +0.98
- Stutzer
- +0.18
- Treynor
- +0.16
- Sterling
- +0.52
- Calmar
- +0.57
- Information Ratio
- +0.13
- Tracking Error
- +34.2%
- Stdev Down
- +25%
- Winning Months %
- +52.8%
- Losing Months %
- +44.4%
- Best 12 Months
- +44.7%
- Worst 12 Months
- -20.7%
- Efficiency Ratio
- +0.2
- Sharpe
- +0.63
- Stdev Sectors
- —
- Skewness
- -0.36
- Kurtosis
- -0.52
- Upside Potential
- +2.66
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 2 | $368.9M | 18 | ||
| 2026 Q1 | 2 | $308.2M | 72 | ||
| 2025 Q4 | 2 | $655.1M | 100 | ||
| 2025 Q3 | 1 | $10.8M | 35 | ||
| 2025 Q2 | 1 | $7.3M | 0 | ||
| 2025 Q1 | 1 | $7.7M | 100 | ||
| 2024 Q4 | 2 | $14.4M | 0 | ||
| 2024 Q3 | 2 | $1.3B | 0 | ||
| 2024 Q2 | 2 | $2.4B | 0 | ||
| 2024 Q1 | 2 | $2.8B | 0 | ||
| 2023 Q4 | 3 | $4.8T | 0 | ||
| 2023 Q3 | 3 | $6.1B | 0 | ||
| 2023 Q2 | 3 | $10.0B | 0 | ||
| 2023 Q1 | 3 | $11.9B | 0 | ||
| 2022 Q4 | 7 | $6.7B | 0 | ||
| 2022 Q3 | 4 | $5.4B | 0 | ||
| 2022 Q2 | 4 | $5.9B | 0 | ||
| 2022 Q1 | 4 | $9.9B | 0 | ||
| 2021 Q4 | 4 | $11.4B | 0 | ||
| 2021 Q3 | 4 | $5.4B | 0 | ||
| 2021 Q2 | 2 | $6.1B | 100 | ||
| 2021 Q1 | 2 | $6.7B | 8 | ||
| 2020 Q4 | 2 | $7.3B | 37 | ||
| 2020 Q3 | 2 | $5.0B | 15 | ||
| 2020 Q2 | 2 | $5.8B | 38 | ||
| 2020 Q1 | 2 | $4.0B | 84 | ||
| 2019 Q4 | 3 | $9.7B | 10 | ||
| 2019 Q3 | 3 | $8.8B | 100 | ||
| 2019 Q2 | 5 | $1.4B | 4 | ||
| 2019 Q1 | 5 | $1.5B | 100 | ||
| 2018 Q4 | 3 | $35.0M | 100 | ||
| 2018 Q3 | 4 | $288.6M | 15 | ||
| 2018 Q2 | 4 | $255.6M | 37 | ||
| 2018 Q1 | 4 | $175.1M | 20 | ||
| 2017 Q4 | 5 | $214.7M | 26 | ||
| 2017 Q3 | 8 | $280.0M | 45 | ||
| 2017 Q2 | 5 | $210.5M | 56 | ||
| 2017 Q1 | 3 | $164.7M | 9 | ||
| 2016 Q4 | 5 | $179.8M | 13 | ||
| 2016 Q3 | 6 | $193.8M | 100 | ||
| 2016 Q2 | 208 | $19.2B | 21 | ||
| 2016 Q1 | 217 | $19.6B | 23 | ||
| 2015 Q4 | 213 | $20.7B | 90 | ||
| 2015 Q3 | 214 | $42.0B | 12 | ||
| 2015 Q2 | 216 | $44.7B | 15 | ||
| 2015 Q1 | 220 | $43.0B | 100 | ||
| 2014 Q4 | 221 | $41.6B | 0 | ||
| 2014 Q3 | 218 | $38.6B | 69 | ||
| 2014 Q2 | 217 | $22.0B | 17 | ||
| 2014 Q1 | 207 | $21.4B | 17 | ||
| 2013 Q4 | 211 | $21.3B | 19 | ||
| 2013 Q3 | 217 | $19.9B | 16 | ||
| 2013 Q2 | 217 | $19.1B | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYLN | Hyliion Holdings CORP | +4.6% | — | Unchanged |
| 2 | BETA | Beta Technologies Inc -cl A | -4.6% | — | Unchanged |
Filing History
FAQ
What is General Electric Co and what type of investor is it?
General Electric Co is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $368.9M, spread across 2 disclosed positions.
What are General Electric Co's largest equity positions?
Based on the latest 13F filing, General Electric Co's top holdings by market value are:
1. Beta Technologies Inc -cl A (BETA) — $340.2M (92.2%)
2. Hyliion Holdings CORP (HYLN) — $28.7M (7.8%)
What changes did General Electric Co make in its most recent portfolio filing?
No notable portfolio changes were recorded for General Electric Co in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does General Electric Co focus on?
Sector breakdown data is not yet available for General Electric Co. Check back after the next 13F processing cycle.
Investment Profile
General Electric Co returned an annualized 18.3% over the trailing 36 months — underperforming the S&P 500 by 7.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.57 (more volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
Its turnover score has risen from 0 to 18 over the past 4 quarters — a shift toward more active trading.
Peer Institutions
Institutions with a similar AUM
G&
Gruber & Mcbaine Capital Management LLC
CIK 0000909450
Total reported value
$368.8M
188 stks
2015-06-30
Stale — no recent filing
Concentration5.8
Portfolio Stability34.3
Sector conviction100.0
AUM within 0.0% of this institution
View detail
GI
Gold Investment Management Ltd.
CIK 0002006008
Total reported value
$368.8M
202 stks
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Concentration7.7
Portfolio Stability0.0
Sector conviction58.5
AUM within 0.0% of this institution
View detail
TC
TAMRO Capital Partners LLC
CIK 0001407389
Total reported value
$368.9M
55 stks
2015-12-31
Stale — no recent filing
Concentration8.8
Portfolio Stability89.5
Sector conviction0.0
AUM within 0.0% of this institution
View detail
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Developer Access
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