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GIM

GE Investment Management Portfolio holdings

AUM $244M
1-Year Est. Return 41.62%
This Fund
S&P 500
This Quarter Est. Return
+2.39%
1 Year Est. Return
+41.62%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$265M
AUM Growth
+$6.17M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 99.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
1
GE Aerospace
GE
$374B
$264M 99.68%
856,377
– –
SRLN icon
2
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$455K 0.17%
11,037
– –
SPIB icon
3
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$392K 0.15%
11,588
– –
AGG icon
4
iShares Core US Aggregate Bond ETF
AGG
$137B
$999 ﹤0.01%
10
– –

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HCM
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GE Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, GE Investment Management held 4 positions worth $265M, up 2.4% from $258M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. GE Investment Management opened no new positions and made no exits, leaving the 4-position portfolio largely intact.

By sector, the portfolio is most concentrated in Industrials at 100% of assets, up from 100% a quarter earlier.

  • GE Investment Management's ten largest holdings make up 100% of its $265M portfolio in Q4 2025.
  • GE Investment Management opened 0 new positions and closed 0 in Q4 2025.
  • GE Investment Management's portfolio value rose 2.4% quarter-over-quarter to $265M.

Based on GE Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.