Vault-13

GENERAL ELECTRIC CO

COM · CUSIP 369604103

22 institutional holders +0 vs Q1 2026
84,93784.9k shares reported held*
$31.7mreported value*
3 new 3 added 6 reduced 3 sold out net sold ≈ $72.5m (-1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $373.75.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 37Q4 22: 32Q1 23: 29Q2 23: 29Q3 23: 34Q4 23: 31Q1 24: 24Q2 24: 24Q3 24: 24Q4 24: 21Q1 25: 19Q2 25: 23Q3 25: 23Q4 25: 22Q1 26: 22Q2 26: 2222Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202237
Q4 202232
Q1 202329
Q2 202329
Q3 202334
Q4 202331
Q1 202424
Q2 202424
Q3 202424
Q4 202421
Q1 202519
Q2 202523
Q3 202523
Q4 202522
Q1 202622
Q2 202622

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 5 bought or addedQ3 24: 7 cut or sold outQ4 24: 4 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 9 cut or sold outQ2 25: 6 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 10 cut or sold outQ4 25: 4 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 12 cut or sold outQ2 26: 6 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202457
Q4 2024412
Q1 202529
Q2 202569
Q3 2025410
Q4 2025411
Q1 2026512
Q2 202669

Biggest buyers

CHECK CAPITAL MANAGEMENT INC/CA Added +2,990+3.0k
Sterling Investment Advisors, Ltd. New +1,392+1.4k
DILLON & ASSOCIATES INC New +564+564
Pinnacle Holdings, LLC New +317+317
Cascades Capital Asset Management, LLC Added +14+14
SCHULHOFF & CO INC Added +2+2

Biggest sellers

Kentucky Retirement Systems Sold out -835,305-835.3k
Front Street Capital Management, Inc. Sold out -194,982-195.0k
Athena Investment Management Reduced -2,202-2.2k
Blue Edge Capital, LLC Reduced -681-681
Byrne Asset Management LLC Reduced -555-555
HOERTKORN RICHARD CHARLES Reduced -400-400
Tandem Investment Advisors, Inc. Reduced -170-170
MOUNT VERNON ASSOCIATES INC /MD/ Reduced -88-88
Phillip James Consulting Co. Sold out -12-12

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HOERTKORN RICHARD CHARLES 5.55% of their portfolio KENTFIELD, CA 22,14822.1k $8.3m $8.3m 5.55% Reduced -400 -400
2 MOUNT VERNON ASSOCIATES INC /MD/ 2.78% of their portfolio BALTIMORE, MD 11,39511.4k $4.3m $4.3m 2.78% Reduced -88 -88
3 CACTI ASSET MANAGEMENT LLC 0.15% of their portfolio ATLANTA, GA 8,1878.2k $3.1m $3.1m 0.15% Unchanged
4 SCHULHOFF & CO INC 1.01% of their portfolio CINCINNATI, OH 6,6996.7k $2.5m $2.5m 1.01% Added +2 +2
5 Blue Edge Capital, LLC 0.28% of their portfolio RICHMOND, VA 6,2506.2k $2.3m $2.3m 0.28% Reduced -681 -681
6 Athena Investment Management 1.36% of their portfolio ORINDA, CA 6,1376.1k $2.3m $2.3m 1.36% Reduced -2.2k -2,202
7 CHECK CAPITAL MANAGEMENT INC/CA 0.04% of their portfolio COSTA MESA, CA 5,9806.0k $2.2m $2.2m 0.04% Added +3.0k +2,990
8 Byrne Asset Management LLC 0.99% of their portfolio KINGSTON, NJ 4,8874.9k $1.8m $1.8m 0.99% Reduced -555 -555
9 STALEY CAPITAL ADVISERS INC 0.03% of their portfolio PITTSBURGH, PA 2,2612.3k $845.2k $845.2k 0.03% Unchanged
10 Cascades Capital Asset Management, LLC 0.27% of their portfolio GREENSBORO, NC 1,9311.9k $721.7k $721.7k 0.27% Added +14 +14
11 Sterling Investment Advisors, Ltd. 0.09% of their portfolio BERWYN, PA 1,3921.4k $520.2k $520.2k 0.09% New
12 Aldebaran Capital, LLC 0.35% of their portfolio CARMEL, IN 1,2511.3k $467.5k $467.5k 0.35% Unchanged
13 KELLY LAWRENCE W & ASSOCIATES INC/CA 0.10% of their portfolio PASADENA, CA 1,2491.2k $466.8k $466.8k 0.10% Unchanged
14 WEST MICHIGAN ADVISORS, LLC 0.07% of their portfolio HOLLAND, MI 1,0301.0k $384.9k $384.9k 0.07% Unchanged
15 Opus Capital Group, LLC 0.03% of their portfolio CINCINNATI, OH 954954 $357.0k $357.0k 0.03% Unchanged
16 Norman Fields, Gottscho Capital Management, LLC 0.11% of their portfolio NEW YORK, NY 940940 $351.3k $351.3k 0.11% Unchanged
17 Tandem Investment Advisors, Inc. 0.01% of their portfolio CHARLESTON, SC 591591 $220.9k $220.9k 0.01% Reduced -170 -170
18 DILLON & ASSOCIATES INC 0.03% of their portfolio JACKSON, MI 564564 $211.0k $211.0k 0.03% New
19 Davis Asset Management, L.P. 0.00% of their portfolio SAUSALITO, CA 412412 $154.0k $154.0k 0.00% Unchanged
20 Your Advocates Ltd., LLP 0.04% of their portfolio HOUSTON, TX 350350 $130.8k $130.8k 0.04% Unchanged
21 Pinnacle Holdings, LLC 0.04% of their portfolio TULSA, OK 317317 $118.7k $118.7k 0.04% New
22 Lummis Asset Management, LP 0.00% of their portfolio FORT WORTH, TX 1212 $4.5k $4.5k 0.00% Unchanged