Markets GE

See Which Recent 13F Filers Hold GE

At Holdings Channel, we have reviewed the latest batch of the 65 most recent 13F filings for the 06/30/2026 reporting period, and noticed that GE Aerospace (Symbol: GE) was held by 36 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in GE positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Rasp Wealth Solutions LLC NEW +1,445+$540
John G Ullman & Associates Inc. Existing -317-$1
Rialto Wealth Management LLC Existing +18+$185
RPS Advisory Solutions LLC Existing +31+$139
Taylor Hoffman Capital Management LLC Existing -97+$218
Arthur M. Cohen & Associates LLC Existing +1,285+$1,198
Brighton Jones LLC NEW +26,739+$9,993
Integrated Advisors Network LLC Existing +27+$449
Fairfield Financial Advisors LTD Existing +2,411+$2,671
TrinityBridge Ltd Existing UNCH+$129
NFJ Investment Group LLC Existing +30,739+$14,071
Virtus Advisers LLC Existing UNCH+$13
Bernicke Wealth Management Ltd. Existing +25+$232
Silvant Capital Management LLC Existing +4,509+$26,623
LaSalle St. Investment Advisors LLC Existing +272+$178
Ceredex Value Advisors LLC NEW +43,338+$16,197
Mystic Asset Management Inc. Existing -521+$866
Oxford Financial Group LTD. LLC Existing -801+$96
Kilter Group LLC Existing +55+$37
D L Carlson Investment Group Inc. Existing -1,214+$1,509
Portfolio Design Labs LLC Existing +237+$893
Reliant Investment Partners LLC Existing -8+$231
Ninepoint Partners LP Existing UNCH+$141
SGL Investment Advisors Inc. Existing +384+$233
Advisors Capital Management LLC Existing +2,328+$3,865
Cannon Wealth Management Services LLC Existing -52+$87
MJP Associates Inc. ADV Existing -1,139+$96
PCM Encore LLC Existing -179+$718
Sargent Investment Group LLC Existing +61+$1,365
DNB Asset Management AS Existing -63,436+$29,467
Vestcor Inc Existing -2,931+$1,218
Choate Investment Advisors Existing -305+$1,795
First Trust Advisors LP Existing -172,602+$110,080
Atlantic Union Bankshares Corp Existing +805+$1,042
Tower Research Capital LLC TRC Existing -8,645-$677
Keyvantage Wealth LLC Existing +90+$113
Aggregate Change: -137,448+$226,010

In terms of shares owned, we count 16 of the above funds having increased existing GE positions from 03/31/2026 to 06/30/2026, with 14 having decreased their positions and 3 new positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the GE share count in the aggregate among all of the funds which held GE at the 06/30/2026 reporting period (out of the 5,388 we looked at in total). We then compared that number to the sum total of GE shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for GE. We found that between these two periods, funds reduced their holdings by 216,230,855 shares in the aggregate, from 224,774,869 down to 8,544,014 for a share count decline of approximately -96.20%. The overall top three funds holding GE on 06/30/2026 were:

»FundShares of GE Held
1.Bank Julius Baer & Co. Ltd Zurich 1,393,156
2.State Board of Administration of Florida Retirement System 889,930
3.National Bank of Canada FI 848,804
4-10Find out the full Top 10 Hedge Funds Holding GE»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like GE Aerospace (Symbol: GE).

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Further GE Research:

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