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Portfolio (Quarterly) Guide ↗

GE INVESTMENT MANAGEMENT CORP.

· CIK 0001125824
13F Portfolio $244M AUM 4 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 All
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GE GE AEROSPACE Industrials 856,377.0 $243.0M 99.66% $283.77 +6.3%
2 SRLN SSGA ACTIVE ETF TR 11,037.0 $443K 0.18% $40.14 +0.9%
3 SPIB SPDR SERIES TRUST 11,588.0 $389K 0.16% $33.54 -0.6%
4 AGG ISHARES TR 10.0 $993.0 $99.30 -1.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 100.0%