FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,118.72-0.23%
XLE56.74-0.22%
STOXX50E5,860.32-0.39%
XLF51.790.71%
FTSE10,321.09-0.56%
IXIC24,774.11-0.25%
RUT2,785.41-0.06%
GSPC7,158.87-0.09%
Temp29.1°C
UV7.7
Feels33.1°C
Humidity62%
Wind14.8 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time10:54 AM
13F QoQ Ownership Changes

GE Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 3 new · 2 added · 18 reduced · 4 exited

New Positions(3)

ManagerSharesΔ SharesValueΔ Value% Δ
Swiss Life Asset Management Ltd13,614,601+13,614,601$295.1M+$295.1M
Shakespeare Wealth Management, LLC658+658$202.5K+$202.5K
Sawyer & Company, Inc118+118$36.3K+$36.3K

Added To(2)

ManagerSharesΔ SharesValueΔ Value% Δ
SCHULHOFF & CO INC6,694+3$2.1M+$49.1K0.0%
MOUNT VERNON ASSOCIATES INC /MD/11,293+200$3.5K+$1421.8%

Reduced(18)

ManagerSharesΔ SharesValueΔ Value% Δ
Tandem Investment Advisors, Inc.1,201-208$369.9K+$369.5K-14.8%
Norman Fields, Gottscho Capital Management, LLC9400$289.5K+$289.3K0.0%
CACTI ASSET MANAGEMENT LLC8,6870$2.7M+$144.2K0.0%
HOERTKORN RICHARD CHARLES64,643-1,375$19.9M+$52.4K-2.1%
Athena Investment Management8,368-55$2.6M+$43.8K-0.7%
Blue Edge Capital, LLC6,931-300$2.1M-$40.3K-4.1%
Byrne Asset Management LLC6,156-246$1.9M-$29.6K-3.8%
CHECK CAPITAL MANAGEMENT INC/CA3,2400$998.0K+$23.4K0.0%
Cascades Capital Asset Management, LLC1,9170$590.5K+$13.8K0.0%
STALEY CAPITAL ADVISERS INC2,286-100$704.3K-$13.6K-4.2%
KELLY LAWRENCE W & ASSOCIATES INC/CA1,3940$429.4K+$10.1K0.0%
Pinnacle Holdings, LLC1,501-5$462.5K+$9.3K-0.3%
Aldebaran Capital, LLC1,251-5$385.3K+$7.5K-0.4%
WEST MICHIGAN ADVISORS, LLC1,0300$317.6K+$7.4K0.0%
Your Advocates Ltd., LLP3500$107.8K+$2.5K0.0%
Front Street Capital Management, Inc.207,821-11,661$64.0K-$2.0K-5.3%
Lummis Asset Management, LP120$3.7K+$860.0%
Opus Capital Group, LLC9540$294+$70.0%

Sold Out(4)

ManagerSharesΔ SharesValueΔ Value% Δ
Caldwell Trust Co0-24,689$0-$275.5K
WEDGEWOOD INVESTORS INC /PA/0-694$0-$208.8K
Stuart Chaussee & Associates, Inc.0-31$0-$9.3K
West Oak Capital, LLC0-45$0-$135