MARSICO CAPITAL MANAGEMENT LLC GE — GENERAL ELEC CO COM COM

Ownership history in MARSICO CAPITAL MANAGEMENT LLC  ·  28 quarters on record

AI Ownership Summary

MARSICO CAPITAL MANAGEMENT LLC reported GENERAL ELEC CO COM COM (GE) in 28 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 5.19% in 2025 Q4. The latest visible filing shows GE at 5.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSICO CAPITAL MANAGEMENT LLC's position in GENERAL ELEC CO COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GE was reported at 5.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.19% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GE stock page MARSICO CAPITAL MANAGEMENT LLC fund profile MARSICO CAPITAL MANAGEMENT LLC full holdings
How MARSICO CAPITAL MANAGEMENT LLC held GE — position size vs. price
% of Fund (quarterly)    GE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.4% -7.7% ✅ 604,907 -34,825 -5.4% 5.19% $186.3M 2026-02-14 (Est.) $314.95
2025 Q3 REDUCED — — — 639,732 -28,566 -4.3% 4.94% $192.4M 2025-11-12 $308.22
2025 Q2 ADDED — — — 668,298 +9,535 +1.4% 4.67% $172.0M 2025-08-12 $278.56
2025 Q1 REDUCED — — — 658,763 -5,197 -0.8% 4.53% $131.9M 2025-05-14 $222.06
2024 Q4 REDUCED — — — 663,960 -15,548 -2.3% 3.01% $110.7M 2025-02-13 $206.88
2024 Q3 REDUCED — — — 679,508 -3,208 -0.5% 3.58% $128.1M 2024-11-12 $181.05
2024 Q2 ADDED — — — 682,716 +197,528 +40.7% 3.25% $108.5M 2024-08-12 $165.17
2024 Q1 REDUCED 97.9% +13.7% ❌ 485,188 -22,649,360 -97.9% 2.80% $85.2M 2024-05-13 $157.61
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GE

As of 2026 Q1 — sorted by position size

Kingsman Wealth Management, Inc. 6.56% Codex Capital Asset Management L.L.C. 5.96% Employees Provident Fund Board 5.72% PEREGRINE INVESTMENT MANAGEMENT INC 5.58% TANDEM CAPITAL MANAGEMENT CORP /ADV 3Y 4.66% Next Level Private LLC 3Y 3.49% Andrew Hill Investment Advisors, Inc. 3Y 3.43% Meadowbrook Wealth Management, LLC 3.34% October Effect Ltd 3.22% Gunderson Capital Management LLC 3Y 3.12%

FAQ About MARSICO CAPITAL MANAGEMENT LLC and GE

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARSICO CAPITAL MANAGEMENT LLC reported owning GE?

MARSICO CAPITAL MANAGEMENT LLC reported GE across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GE position in MARSICO CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for GE was 5.19% in 2025 Q4.

What is the latest reported GE position on this page?

The most recent filing on this page is 2025 Q4, when MARSICO CAPITAL MANAGEMENT LLC reported 604,907 shares, equal to 5.19% of portfolio, with an estimated market value of $186.3M.

What does the chart on this GE ownership page compare?

The chart compares MARSICO CAPITAL MANAGEMENT LLC's quarterly GE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MARSICO CAPITAL MANAGEMENT LLC time their GE position?

Based on 13F filing dates vs. subsequent GE price moves, MARSICO CAPITAL MANAGEMENT LLC correctly timed 12 out of 27 reported position changes (44%). The annualised alpha on GE relative to SPY over the holding period was -47.8%.

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