☆GE INVESTMENT MANAGEMENT CORP.
Quality Q
0.929
AUM ($M)
321
Positions
4
Turnover
0.00
Top-10 wt
100%
Herfindahl
0.995
History (qtrs)
6
Excess Return
—
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Holdings · 4 positions · portfolio value $321M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆GE funds › | GE AEROSPACE | HOLD | — | 99.7% | +0.1% | 320.1 | 856,377 | +0 | 5 | — |
| ☆SRLN funds › | SSGA ACTIVE ETF TR | HOLD | — | 0.1% | -0.0% | 0.4 | 11,037 | +0 | 5 | — |
| ☆SPIB funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | -0.0% | 0.4 | 11,588 | +0 | 5 | — |
| ☆AGG funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 10 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 321 | 4 | 0.00 | 100% | 0.995 | 0.928 | — | in |
| 2026Q1 | 244 | 4 | 0.00 | 100% | 0.993 | 0.916 | — | in |
| 2025Q4 | 265 | 4 | 0.00 | 100% | 0.994 | 0.907 | — | in |
| 2025Q3 | 258 | 4 | 0.00 | 100% | 0.993 | 0.907 | — | in |
| 2025Q2 | 221 | 4 | 0.14 | 100% | 0.992 | 0.767 | — | entered |
| 2025Q1 | 199 | 4 | 0.00 | 100% | 0.758 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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