84
GE
GE Aerospace · Information Technology
Consensus score 84/100 · #5 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-10-14
vs 50-day avg
-7.3%
21-day momentum
-0.0%
recent volume
0.98×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
-4.9%
30-wk MA slope
-0.3%
rel. strength
+7.1
52-wk range
33%
Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
7
tracked managers
New this Q
1
opened a position
Avg weight
11.2%
of their portfolios
Combined value
$19.80B
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Trian Partners Concentrated | 35.6% | $1.51B | HOLD |
| TCI Fund Management Quality compounder | 33.6% | $17.73B | HOLD |
| AKO Capital Concentrated | 6.7% | $288M | TRIM |
| Polen Capital Quality growth | 2.2% | $258M | NEW |
| Semper Augustus Concentrated | 0.4% | $3M | HOLD |
| Eagle Capital Quality value | 0.0% | $13M | TRIM |
| Horizon Kinetics Franchise/inflation | 0.0% | $2M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.