MOODY LYNN LIEBERSON & WALKER, LLC GE GENERAL ELEC CO COM

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  ·  89 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported GENERAL ELEC CO COM (GE) in 89 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2025 Q3. The latest visible filing shows GE at 0.54% 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 MOODY LYNN LIEBERSON & WALKER, LLC's position in GENERAL ELEC CO 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
2026 Q1

GE was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How MOODY LYNN LIEBERSON & WALKER, 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 33,996 -289 -0.8% 0.54% $9.6M 2026-04-13 $311.90
2025 Q4 REDUCED 34,285 -691 -2.0% 0.56% $10.6M 2026-01-15 $319.47
2025 Q3 ADDED 34,976 +98 +0.3% 0.57% $10.5M 2025-10-20 $301.89
2025 Q2 ADDED 34,878 +6,494 +22.9% 0.52% $9.0M 2025-07-17 $259.29
2025 Q1 ADDED 28,384 +3,150 +12.5% 0.36% $5.7M 2025-04-28 $199.80
2024 Q4 REDUCED 25,234 -94 -0.4% 0.26% $4.2M 2025-01-21 $186.17
2024 Q3 UNCHANGED 25,328 0% 0.29% $4.8M 2024-10-23 $180.10
2024 Q2 REDUCED 25,328 -3 -0.0% 0.26% $4.0M 2024-07-25 $162.99
2024 Q1 REDUCED 25,331 -922 -3.5% 0.30% $4.4M 2024-04-23 $160.69
2023 Q4 ADDED 26,253 +31 +0.1% 0.25% $3.4M 2024-01-24 $102.28
79 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MOODY LYNN LIEBERSON & WALKER, 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 MOODY LYNN LIEBERSON & WALKER, LLC reported owning GE?

MOODY LYNN LIEBERSON & WALKER, LLC reported GE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GE position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for GE was 0.57% in 2025 Q3.

What is the latest reported GE position on this page?

The most recent filing on this page is 2026 Q1, when MOODY LYNN LIEBERSON & WALKER, LLC reported 33,996 shares, equal to 0.54% of portfolio, with an estimated market value of $9.6M.

What does the chart on this GE ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, 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 MOODY LYNN LIEBERSON & WALKER, LLC time their GE position?

Based on 13F filing dates vs. subsequent GE price moves, MOODY LYNN LIEBERSON & WALKER, LLC correctly timed 51 out of 85 reported position changes (60%). The annualised alpha on GE relative to SPY over the holding period was -0.9%.

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