13F Insight
DOSSIER · 13F-HR · Q2 2026

GENERAL ELECTRIC CO

$369M in tracked AUM across 2 positions as of Q2 2026.

GE
CIK 0000040545 · last filed Jun 30, 2026
Total AUM
$369M
as of Q2 2026
Holdings
2
—
positions
Whale Score
74
74
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

General Electric Co.’s 13F as of 2025-12-31 reports a very small, highly concentrated public-equity portfolio with a total market value of $655.08 million across just 2 reported holdings. The portfolio value rose from $10.84 million the prior quarter to $655.08 million, a reported increase of +5,946.0%, driven almost entirely by a single large new position. The filing shows essentially no diversification: 98.46% of the portfolio value is allocated to one issuer, with the rem...

Key Holdings
  • BETA TECHNOLOGIES INC COM SHS CL A (new): $644.96M, 22.86M shares, 98.46% of portfolio. Implied market value per share from the 13F data is approximately $28.21 (644.96M / 22.86M). This single addition accounts for virtually the entire quarter-over-quarter increase.
  • HYLIION HOLDINGS CORP COMMON STOCK (unchanged): $10.12M, 5.50M shares, 1.54% of portfolio. Implied market value per share is approximately $1.84 (10.12M / 5.50M).

The filing shows Beta Technologies as a newly established and dominant position for GE’s reported equity holdings. Hyliion is a minor, unchanged holding and provides almost no diversification benefit given its 1.54% weight.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BETA
BETA TECHNOLOGIES INC COM SHS CL A
$340M20.3M92.2%02
HYLN
HYLIION HOLDINGS CORP COMMON STOCK
$29M5.5M7.8%

Filing history

2026Q2Jun 30
$369M▲ 19.7%
2 positionsView →2026Q1Mar 31
$308M▼ 52.9%
2 positionsView →2025Q4Dec 31
$655M▲ 5946.0%
2 positionsView →2025Q3Sep 30
$11M▲ 49.2%
1 positionsView →2025Q2Jun 30
$7M▼ 5.7%
1 positionsLocked2025Q1Mar 31
$8M▼ 46.4%
1 positionsLocked2024Q4Dec 31
$14M▼ 98.9%
2 positionsLocked2024Q3Sep 30
$1.3B▼ 47.2%
2 positionsLocked2024Q2Jun 30
$2.4B▼ 14.3%
2 positionsLocked2024Q1Mar 31
$2.8B▼ 41.6%
2 positionsLocked2023Q4Dec 31
$4.8B▼ 22.3%
3 positionsLocked2023Q3Sep 30
$6.1B▼ 38.6%
3 positionsLocked
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