Ownership history in Corient Private Wealth LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in GENERAL ELECTRIC CO (GE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Corient Private Wealth LLC outperformed the S&P 500 by +28.9% annually on this GE position. Timing score: 79% (11/14 decisions correct). Average cost basis: $278.50. Maximum drawdown during holding period: β11.4%.
π₯ Exceptional β beat the S&P 500 by 28.9% per year on this position.
14 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
11 of 14 add/trim decisions correct
Best entry: $75.10 (2023 Q1) Β· Worst: $307.58 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 5 trims. Bought during 1 of 1 down-price quarters. π More buys than sells across the holding period.
π Corient Private Wealth LLC has been actively increasing its GE allocation β a bullish signal from insiders.
Currently 0.25% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size