GE INVESTMENT MANAGEMENT CORP.

PrivateCIK: 1125824
Location

NORWALK, CT

📋 What this filing means

GE INVESTMENT MANAGEMENT CORP. filed this quarterly 13F‑HR report disclosing 4 equity positions with a total reported market value of $320.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

4
Positions
$320.89M
Total AUM (reported)
879.01K
Total Shares

Allocation by class

TOTAL AUM$320.89M4 positions
COM NEW$320.05M99.7%
ST STR BL LN ETF$444.7K0.1%
ST INTER BD ETF$387.7K0.1%
CORE US AGGBD ET$990.000.0%

Portfolio Concentration

Top 3100.0%4–100.0%TOP 10100.0%0%100%
Top 3$320.89M100.0%
4–10$990.000.0%

Top 3 weight

100.0%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 879.01K

Sole

Full voting authority

22.64K

shares

% of voting shares2.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

856.38K

shares

% of voting shares97.4%

Investment Discretion (by position count)

Sole4
Shared0
Other0
Dominant voting typeNone · 97.4% of voting shares
Institutional Holdings4
Rows:

GE AEROSPACE

SOLE
COM NEW
Shares856.38K
TypeSH
Market value$320.05M
99.74%
Sole
0.00
Shared
0.00
None
856.38K

SSGA ACTIVE ETF TR

SOLE
ST STR BL LN ETF
Shares11.04K
TypeSH
Market value$444.7K
0.14%
Sole
11.04K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST INTER BD ETF
Shares11.59K
TypeSH
Market value$387.7K
0.12%
Sole
11.59K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares10.00
TypeSH
Market value$990.00
<0.01%
Sole
10.00
Shared
0.00
None
0.00