13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
57

GE

GE AEROSPACE · Information Technology

Consensus score 57/100 · #9 this quarter · tier-weighted across tracked managers

ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+9.9%
21-day momentum
+8.7%
recent volume
0.73×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+14.3%
30-wk MA slope
+2.7%
rel. strength
+0.5
52-wk range
83%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
6
tracked managers
New this Q
0
opened a position
Avg weight
10.9%
of their portfolios
Combined value
$14.92B
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
TCI Fund Management
Quality compounder
29.8%
HOLD
Trian Partners
Concentrated
29.6%
HOLD
AKO Capital
Concentrated
5.5%
TRIM
Semper Augustus
Concentrated
0.3%
HOLD
Eagle Capital
Quality value
0.0%
HOLD
Horizon Kinetics
Franchise/inflation
0.0%
HOLD

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.